✨New Playbook Feature✨

Your team needs to know how to carry out their job-specific duties.

To outline best practices for each role and department in your Trainual's Processes category, follow the directions below.

📝 Please note: Only Billing Admins, Admins, and Managers can create a Subject.

🎥 Learn how to create a Processes Subject from scratch in the video below:

👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

To add a new Subject to the Processes page:

  1. Click "Processes" on the left-hand navigation bar

  2. Click the "Add Subject" button on the top right-hand corner of the Processes page

  3. Fill out the info in the "Create Subject" section and click "Save"

  4. Your new Subject has now been added to your Processes page in draft mode, signified by the orange "unpublished" label

🔥Tip: Quickstart your content creation by snagging a Processes category Template (including Company Messaging, Brand Standards, Communication Guidelines, and more!)

Now that you've created your Subject, it's time to add a Topic.

❓ Want to add content that doesn't fall under the Processes category? Read about the Company and Policies categories.

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