You're all excited about documenting your business and you log in to start and you're thinking "It would be super nice to not have to start from scratch!"

Guess what? You don't! 🤩

Templates are pre-built Subjects on a variety of business focus areas ranging from employee policies, business processes, technology, and a whole lot more.

🎥 Learn how to find and add Templates 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 view and add Templates:

  1. Click the category you would like to add a Template in on the lefthand navigation (Company, Policies, or Processes)

  2. Click "See all" to search through all available Templates

  3. When you find the right Template, click "Read more"

  4. You can preview each Template to make sure it's what you need

  5. Click the "+ Add" button to add it to your Subjects

You can then start customizing the Template right away, just like any other Subject. To help you do that, each Template provides instructions for what to include, as well as example content that you can edit to your needs.

See more of our Trainual Help Resources

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