NEW Playbook Features

Help Docs for the new and improved Trainual!

Shawn Jensen avatar Cindy Bellers avatar Hannah Clack avatar
17 articles in this collection
Written by Shawn Jensen, Cindy Bellers, and Hannah Clack
What's New With Playbook?

Roles Based On Industry

Need help getting started with Roles? Check out Role suggestions based on your industry.
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Written by Cindy Bellers
Updated over a week ago

Delete A Role

Learn how to permanently delete a Role
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Written by Hannah Clack
Updated over a week ago

Company, Policies, & Processes

Learn how to intentionally categorize your playbook content.
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Written by Shawn Jensen
Updated over a week ago

Add A New Subject To The Company Page

Learn how to add content with your company info
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Written by Hannah Clack
Updated over a week ago

Add A New Subject To The Policies Page

Learn how to add content that outlines your company's policies
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Written by Hannah Clack
Updated over a week ago

Add A New Subject To The Processes Page

Learn how to add content that describes day-to-day practices
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Written by Hannah Clack
Updated over a week ago

Directory

Learn how to manage the People Directory and update your Bio!
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Written by Cindy Bellers
Updated over a week ago

Manage People

Learn how to Manage People in your account and view the People Directory!
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Written by Cindy Bellers
Updated over a week ago

Org Chart

Learn how to organize your people!
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Written by Cindy Bellers
Updated over a week ago

Create A New Role

Assign content to your teammates based on their responsibilities
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Written by Hannah Clack
Updated over a week ago

Add People To A Role

Learn how to assign Roles to your teammates
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Written by Hannah Clack
Updated over a week ago

Manage Roles

Learn how to navigate the Role Manager page
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Written by Hannah Clack
Updated over a week ago

Responsibilities

Learn how to add Responsibilities to a Role or single team member
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Written by Hannah Clack
Updated over a week ago

Bulk Assign Content Using Roles

Learn how to streamline content assignment with Roles
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Written by Hannah Clack
Updated over a week ago

Collections

Learn how to organize your Subjects with Collections!
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Written by Cindy Bellers
Updated over a week ago

Edit Collections

Learn how to edit an existing Collection and how to move a Subject from one Collection to another
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Written by Cindy Bellers
Updated over a week ago

Reports

Learn how to view and pull a Report!
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Written by Cindy Bellers
Updated over a week ago