By grouping individuals based on their roles, teams, departments, locations, and more, it becomes easier to assign specific content and responsibilities to them. Learn how to best make use of your groups to deliver targeted training and optimize organization!
👉 Before you start:
❗️This guide is best for Trainual subscribers who joined us before September 26th, 2023, as it overviews features before that time vs. after. 👀
This feature is available under all Trainual plans.
Only those with an Admin+ permission level can see and manage groups.
Why you need to use groups:
Learn why groups were introduced and how it will optimize bringing your learning paths and assigned people together faster and more efficiently than just roles and teams did.
How to use groups:
Learn all about groups and how to create them.
Now you know the "why" behind groups, and how to use them... what should you do first? 🤔 Read on! 😉
Step 1: Review and clean up your current roles.
The new group "types" allow you to be much more focused and strategic.
Groups in your org
Sales Rep, Marketing Director, HR Manager
Teams, Sub-teams, Management
Outside Sales, Product Support, Leadership
Sales, Customer Service, Engineering
Geographic Locations, Offices, Branches
Nashville, Australia, Tatooine
Committees, Certifications, any other group in your org
Party Planning Committee, LGBTQ+ Affinity Group, Project Planning Certification
📝 Please note: If you see a role that should be a team, department, location, or "other," you can easily change the group type. Here's how:
📝 Please note: All of the associated content and group members will remain attached to the group when you change the group type.
Step 2: Add the groups you need now... and in the future.
Take a moment to think broadly about your business. What roles, teams, departments, and locations do you have right now that aren't yet in your Trainual?
Next, think about...
What roles, teams, departments, or locations are you working toward as you scale your business? Create a group for each one. This is a simple way to visualize your goals and start planning for when they become a reality.
Step 3: Add descriptions and responsibilities for all groups.
This is the MOST effective way to identify the content you need in your business playbook.
Make sure that each group has a helpful description and clear, measurable responsibilities attached to it.
Once you've done this, you will have effectively identified all the content you should create for each group in your business! Why, you ask? 👀 You should eventually have processes documented for a big chunk of employee responsibilities. (Don’t worry — you don’t need to document a process for every responsibility or have them all done right now! Just start with the ones that are done the most often and by the most people.)
📚 And don't forget to learn more about groups by heading over to 🔗 Group Share.
Need some extra help?
Email email@example.com or press on the bubble on the bottom right-hand corner of the screen to start a chat to let us know what you need help with. ↘️