Getting Started

Review best practices for building out your new Trainual account

Alex Lockhart avatar Shawn Jensen avatar Cindy Bellers avatar +3
35 articles in this collection
Written by Alex Lockhart, Shawn Jensen, Cindy Bellers and 3 others

Download The Trainual Application For iPhone & Android

Learn how to download and log into the Trainual App for iPhone and Android
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Free Live Demo

Register for our free live Trainual Product Tour
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Written by Hannah Clack
Updated yesterday

Recommended Browser

Alex Lockhart avatar
Written by Alex Lockhart
Updated yesterday

The ESSENTIAL Trainual QuickStart Guide

The easiest way to get started quick with Trainual
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Example Subject, Topic And Step Structure

Learn about the hierarchy in which content is structured
Rachel Astori avatar
Written by Rachel Astori
Updated yesterday

Best Practices

Helpful hints for success as you get started
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Written by Hannah Clack
Updated yesterday

Brand Styles

Add flair and style to make your Trainual Account your own!
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Written by Hannah Clack
Updated yesterday

Create Custom Terms

Customize the terminology for content categories in your account
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Written by Hannah Clack
Updated yesterday

Templates

Kickstart your documentation with pre-built Subject Templates
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Add New People

Learn how to invite your team to your Trainual account
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

The People Page

Learn how to manage people plus view the directory, org chart, and roles!
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Written by Cindy Bellers
Updated yesterday

Permission Levels

Decide what People can do in your Trainual account.
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Written by Shawn Jensen
Updated yesterday

Roles

Learn how to use Roles to strategically assign your Trainual subjects.
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Written by Shawn Jensen
Updated yesterday

Create Teams

Learn how to create, edit, and delete a Team
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Add People To Teams

Learn how to use the Teams feature for people management
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

How to use the Outline View

Start getting your business out of your brain through outlining
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Trainual Chrome Extension

Learn how to download and use our Trainual Chrome Extension!
Alex Lockhart avatar
Written by Alex Lockhart
Updated yesterday
What's new with Playbook?

Pin Collections

Learn how to pin a Collection to the navigation sidebar
Xavier Lopez avatar
Written by Xavier Lopez
Updated yesterday

Roles Based On Industry

Need help getting started with Roles? Check out Role suggestions based on your industry.
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Written by Cindy Bellers
Updated yesterday

Delete A Role

Learn how to permanently delete a Role
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Written by Hannah Clack
Updated yesterday

Company, Policies, & Processes

Learn how to intentionally categorize your playbook content.
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Add A New Subject To The Company Page

Learn how to add content with your company info
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Add A New Subject To The Policies Page

Learn how to add content that outlines your company's policies
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Written by Hannah Clack
Updated yesterday

Add A New Subject To The Processes Page

Learn how to add content that describes day-to-day practices
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Written by Hannah Clack
Updated yesterday

Directory

Learn how to manage the People Directory and update your Bio!
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Written by Cindy Bellers
Updated yesterday

Manage People

Learn how to Manage People in your account and view the People Directory!
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Written by Cindy Bellers
Updated yesterday

Org Chart

Learn how to organize your people!
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Written by Cindy Bellers
Updated this week

Create A New Role

Assign content to your teammates based on their responsibilities
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Add People To A Role

Learn how to assign Roles to your teammates
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Written by Hannah Clack
Updated yesterday

Manage Roles

Learn how to navigate the Role Manager page
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Written by Hannah Clack
Updated yesterday

Responsibilities

Learn how to add Responsibilities to a Role or single team member
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Written by Hannah Clack
Updated yesterday

Bulk Assign Content Using Roles

Learn how to streamline content assignment with Roles
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Written by Hannah Clack
Updated yesterday

Collections

Learn how to organize your subjects with collections!
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Written by Cindy Bellers
Updated yesterday

Edit Collections

Learn how to edit an existing Collection and how to move a Subject from one Collection to another
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Written by Cindy Bellers
Updated yesterday

Reports

Learn how to view and pull a Report!
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Written by Cindy Bellers
Updated yesterday