Settings & Features

Alex Lockhart avatar Shawn Jensen avatar Cindy Bellers avatar +2
41 articles in this collection
Written by Alex Lockhart, Shawn Jensen, Cindy Bellers and 2 others

Update "My Settings"

You can easily update your settings according to your preferences.
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago

Trainual Monthly Recap

Learn about the Monthly Recap email
Alex Lockhart avatar
Written by Alex Lockhart
Updated over a week ago

Share Changes

Learn how to share your Trainual content changes with your team
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Assignment Digest Email

Stay up to date in your Trainual account with assignment digest emails
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Email Notifications For Tests

Learn how to have Test results emailed directly to you.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Search Trainual

Find your what you're looking for super fast inside of your Trainual
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Filter People

Learn how to filter people by status, Permission Level, Team, or Role
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Filter Subjects On Company, Policies, & Processes Pages

Learn how to filter Subjects by status, type, content access, and Roles
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Filter By Reference Material On My Desk

Learn how to see all Reference Subjects on My Desk
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Viewing Latest Activity

Get an overview of recent activity in your account by viewing the Latest Activity section.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Prioritizing The "Up Next" Section Of My Desk

Make sure your team completes assigned content in a certain order with the Up Next feature
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Favorite Subjects On My Desk

Learn how to add assigned content and references to your favorites
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

How Do I Request A Feature?

Learn how to submit your great idea to the Trainual Product team!
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago

Subject Owners

Delegate subject creation & management to a designated team member
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Manage Subject Content Access

Learn how to manage a user's ability to access and edit content within a Subject
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Advanced Subject Settings

Learn how to edit Subject settings
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Require Completion of Subject

Learn how to track your teams progress by requiring subject completion!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Expiring Completion

Ensure your team revisits a Subject by setting an Expiring Completion date
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Unchecking A Step For Completion

Learn how to uncheck a Step that has been marked completed so that it no longer shows as complete
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Completion Certificates

Celebrate your team's hard work with completion certificates
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Enable Time Estimates

Add Time Estimates to your content
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Subject Due Dates

Learn how to add a required completion due date to your subjects.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Lock and Unlock Subjects

Learn how to lock and unlock Subjects so only the right people can edit them!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Changing An Existing Subject To Reference Material

Change your Subject settings so that completion is no longer required
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Reference Subjects

Make content available to everyone on your team without the need to "complete" it.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Reassign Tests

Learn how to reassign a test to an individual team member
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Test Settings

Explore all the customizable settings and features for tests!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Force Order Of Topics And Tests

Ensure your team members consume Subject content in a specific order
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Duplicate Content

Learn how to make a duplicate copy of a Subject, Topic, or Step
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

How to Copy the Permalink for a Subject, Topic, or Step

Easily reference other documented content in your account
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Enable Export

Learn how to enable content exporting for your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Export And Print Subjects & Topics

This article breaks down how to save your Trainual content in a PDF format.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Recover Deleted Content

Learn how to recover deleted Subjects / Topics / Steps / Tests in your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Enable and Disable Dark Mode

Embrace the dark side and go easy on the eyes 😎
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Enable Scrolling on Macs

Need to enable the scroll bar for your mac? Read below!
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago

Location Control with IP Restrictions

Allow your team to access Trainual from selected IP addresses only.
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Written by Cindy Bellers
Updated over a week ago

Translate Content with Google Translate

Learn how to view your Trainual in a different language using Google Translate.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Bulk User Upload

Upload a CSV to bulk add your whole team to your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Change Default View For Company, Policies, and Processes Pages

Choose between Outline View and Card View default options
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Toggle Between Outline View & Card View

Learn how to change your Subject viewing preference
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Troubleshooting Bulk User Upload

Having trouble with your Bulk User upload? We have some 🔥 tips for you here!
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago