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Creating & Organizing your Playbook Content
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Templates

Learn how to kickstart your documentation with pre-built subject templates.

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

You're all excited about documenting your processes, and you log in to start, but you're thinking to yourself, "it would be super nice not to have to start from scratch." Guess what? With Trainual templates, you don't have to! 🙌

Templates are pre-built subjects on a variety of business-focused areas ranging from employee policies, company processes, technology, and a whole lot more. Which will have you feeling like...

To view and add templates:

  1. Click the category you would like to add a template in from the left-hand navigation (Company, Policies, or Processes.)

  2. Click "See all templates" to search through all available content.

  3. When you find the right template, click "Read More."

  4. Preview the chosen template to make sure it's what you need.

  5. Click the "+ Add" button to select the template and choose the location for the content and the subject owner.

  6. Finalize this choice by hitting the "Add template" button. You can then start customizing the template right away, just like any other subject.

🔥 Tip: To help modify the document to your company's needs, each template provides suggestions for what to include, as well as example content that you can edit to fit.

Learn more about content creation:

🌻 SEOs: Fill, Fillable, Premade, Pre Made, Pre-Made, Prebuilt, Pre Built, Pre-Built, Outline, Out Line, Outlines, Guideline, Guide Lines, Establish, Established, Put Together, Flow, Flows

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