How to use the Outline View

Start getting your business out of your brain through outlining

Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Alright, friend! You want to get your business out of your 🧠 ? Great! Here's the easiest way to get started!

🔥 HOT TIP: Make sure you know how content is structured in Trainual. If you need a reminder about what subjects, topics, and steps are, take a peek at the way content is structured.

Navigate to the Company, Policies, or Processes Page

Click on the Company, Policies, or Processes tab on the left-hand navigation bar.

Start with outline view

This view makes it easy to start brain-dumping what's in your head.

Outline your subject

Create your subject using the "Create subject" button or 'Create subject' row. Your subject will appear on your Company, Policies, or Processes page.

Next, click the dropdown on the left-hand side of the subject title. This opens the topic level. Add the name of the first topic in your new subject. Then, click the "Create Topic" button. Repeat this process to add the topics you'll need.

Click the dropdown arrow on the left-hand side of any topic. This opens the step level. Add the title of the first step in this topic. Then, click the "Add Step" button. Repeat this process to add the steps you'll need.

Organize your content with outline view

You can easily rearrange your content by dragging and dropping.


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