Overview
The Process Overview section lets you display a visual, step-by-step layout of a process or timeline directly inside your Room. Use it to walk buyers through onboarding steps, implementation plans, or any structured workflow.
Prerequisites & Requirements
Plan: Available on all plans.
Role: Any internal user with edit access to the Room.
Permissions: Room owners and internal collaborators with edit access can add and edit a Process Overview section.
Technical Requirements: No additional setup required.
How to Add a Process Overview Section
Open the Room.
Click Add Section.
Select Process Overview from the section types.
Add your steps, labels, and descriptions.
Changes are saved automatically.
What You Can Customize
Step titles and descriptions
Number of steps
Section title
Best Practices
Use the Process Overview section for onboarding plans, implementation timelines, or deal stages.
Keep step titles short and action-oriented — buyers should understand each step at a glance.
Pair it with a Mutual Action Plan section if you need buyers to complete tasks alongside the process.
Troubleshooting & Common Questions
Can buyers interact with the steps?
No. The Process Overview is a visual display only. Buyers can view the steps but cannot check them off or interact with them. Use the Mutual Action Plan section if you need task completion tracking.
Can I reorder the steps?
Yes. You can drag and drop steps to reorder them within the section.