Settings & Features

Alex Lockhart avatar Shawn Jensen avatar Cindy Bellers avatar +2
41 articles in this collection
Written by Alex Lockhart, Shawn Jensen, Cindy Bellers and 2 others

Update "My Settings"

You can easily update your settings according to your preferences.
Rachel Astori avatar
Written by Rachel Astori
Updated yesterday

Trainual Monthly Recap

Learn about the Monthly Recap email
Alex Lockhart avatar
Written by Alex Lockhart
Updated yesterday

Share Changes

Learn how to share your Trainual content changes with your team
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Assignment Digest Email

Stay up to date in your Trainual account with assignment digest emails
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Email Notifications For Tests

Learn how to have Test results emailed directly to you.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Search Trainual

Find your what you're looking for super fast inside of your Trainual
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Filter People

Learn how to filter people by status, Permission Level, Team, or Role
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Filter Subjects On Company, Policies, & Processes Pages

Learn how to filter Subjects by status, type, content access, and Roles
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Filter By Reference Material On My Desk

Learn how to see all Reference Subjects on My Desk
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Viewing Latest Activity

Get an overview of recent activity in your account by viewing the Latest Activity section.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Prioritizing The "Up Next" Section Of My Desk

Make sure your team completes assigned content in a certain order with the Up Next feature
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Favorite Subjects On My Desk

Learn how to add assigned content and references to your favorites
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

How Do I Request A Feature?

Learn how to submit your great idea to the Trainual Product team!
Rachel Astori avatar
Written by Rachel Astori
Updated yesterday

Subject Owners

Delegate subject creation & management to a designated team member
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Manage Subject Content Access

Learn how to manage a user's ability to access and edit content within a Subject
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Advanced Subject Settings

Learn how to edit Subject settings
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Require Completion of Subject

Learn how to track your teams progress by requiring subject completion!
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Expiring Completion

Ensure your team revisits a Subject by setting an Expiring Completion date
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Unchecking A Step For Completion

Learn how to uncheck a Step that has been marked completed so that it no longer shows as complete
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Completion Certificates

Celebrate your team's hard work with completion certificates
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Enable Time Estimates

Add Time Estimates to your content
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Subject Due Dates

Learn how to add a required completion due date to your subjects.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Lock and Unlock Subjects

Learn how to lock and unlock Subjects so only the right people can edit them!
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Changing An Existing Subject To Reference Material

Change your Subject settings so that completion is no longer required
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Reference Subjects

Make content available to specific people on your team without them needing to "complete" it.
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Reassign Tests

Learn how to reassign a test to an individual team member
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Test Settings

Explore all the customizable settings and features for tests!
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Force Order Of Topics And Tests

Ensure your team members consume Subject content in a specific order
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Duplicate Content

Learn how to make a duplicate copy of a Subject, Topic, or Step
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

How to Copy the Permalink for a Subject, Topic, or Step

Easily reference other documented content in your account
Shawn Jensen avatar
Written by Shawn Jensen
Updated yesterday

Enable Export

Learn how to enable content exporting for your account
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Export And Print Subjects & Topics

This article breaks down how to save your Trainual content in a PDF format.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Recover Deleted Content

Learn how to recover deleted Subjects / Topics / Steps / Tests in your account
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Enable and Disable Dark Mode

Embrace the dark side and go easy on the eyes 😎
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Enable Scrolling on Macs

Need to enable the scroll bar for your mac? Read below!
Rachel Astori avatar
Written by Rachel Astori
Updated yesterday

Location Control with IP Restrictions

Allow your team to access Trainual from selected IP addresses only.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Translate Content with Google Translate

Learn how to view your Trainual in a different language using Google Translate.
Cindy Bellers avatar
Written by Cindy Bellers
Updated yesterday

Bulk User Upload

Upload a CSV to bulk add your whole team to your account
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Change Default View For Company, Policies, and Processes Pages

Choose between Outline View and Card View default options
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Toggle Between Outline View & Card View

Learn how to change your Subject viewing preference
Hannah Clack avatar
Written by Hannah Clack
Updated yesterday

Troubleshooting Bulk User Upload

Having trouble with your Bulk User upload? We have some 🔥 tips for you here!
Rachel Astori avatar
Written by Rachel Astori
Updated yesterday