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      Software & Tools

      Learn how to centralize your tool, software, machinery, and equipment knowledge all in one place.


      Tool overload can create overlaps and scattered documents — wasting time and budgets. Trainual's Software & tools page helps by connecting the dots between the platforms, equipment, teams, and training that power your operations.

       

      👉 Before you start:
      • The Software & tools page is available under all Trainual plans.
      • Every permission level can view the Software & tools page, but only Admin+ users and assigned tool owners can make edits. More details below! 

      🗂️ Table of contents: Skip around to just the parts you need with these links.

      What can I do with the Trainual Software & tools page?

      Make Trainual your single source of truth for all the tools, software, machinery, and equipment your team uses by...

      • Centralizing everything: Build a clear, searchable list of your company's tools.
      • Assigning ownership: Set who’s responsible for each tool. 
      • Connecting internal and external training and resources: Link each tool to its related Trainual content or outside resources for instant DIY help.

      • Group organization: Connect tools to groups so it’s clear which teams use what.

      • Adding one-click launch buttons: Give your employees an easy way to jump right back into their work.

      💡 But wait, there's more to learn... 

      Join SR Success Coach Shawn and SR Product Manager Dani in our "How to Bridge the Gaps Between Your Tools, Teams, and Training" webinar and Q&A session.


      Can't make it live? We got you! Register anyway, and promise to send you the recording so you don't miss out. 🎥

      How to add tools to your list:

      1. Click "Software & tools" from the left-hand navigation menu.

      2. Add a tool using one of the options outlined below.

        • Option #1: Use the popular options carousel to quickly find common tools.
          • Spot something you use? Click the "We use this" button to add it instantly.

        • Option #2: Search for other tools or create a custom tool by clicking the "+ Add new tool" button.

          • In the pop-up window, select a matched search, or if no search results are found, you can select your typed entry as a custom tool. 

          • Hit "Add tool" to apply your change. 

      👀 Want to see an example? Check out Trainual, which is pre-loaded on your list!

      Trainual example

      Add a tool launch button: 

      Get your employees back into their workflows faster with a one-click launch button! 

      1. Open a tool from your list.
      2. Click the three dots next to the tool's name.
      3. Type the tool’s website link into the "Software URL" textbox.

      4. Hit the "Save" button to apply your change. 


      📸 Example of a created launch button:

      Document your tools:

      1. Open a tool from your list.
        Zoom with side panel open
      2. Identify the software owners, the groups that use this tool, and any related content that should be connected. 
      3. Add the identified owners, groups, and content by using the right-hand panel. 

        • Click the "Manage" buttons or the "Connect" drop-down arrow and follow the remaining system prompts.

      Where to add software owners & groups: Where to add connected content:
      Zoom side panel Zoom side panel (1)

       

      📝 Please note: Your changes will save automatically.

      Who can do what on the Software & tools page?

      Permission level What can they do?
      Admin+
      1. Fully add, edit, and manage any tool.
      2. Assign or remove owners.
      3. Connect tools to groups and content. 

      Learn more about Admins. 
      Tool owner


      Manage the tools they own with these actions: 

      1. Edit details.
      2. Link groups and content
      3. Add launch buttons. 
      General user
      1. Browse your company's full tool list.
      2. View tool owners, groups, and content.
      3. Use launch buttons.

      Learn more about General users.


      📝 Please note: Assigning a tool owner gives them editing rights for that tool only.

      FAQs:


      If I add a tool to this page, does it integrate that tool with Trainual?
      No. Adding a tool on the Software & tools page does not automatically create an integration. You’ll still need to set up your integrations separately.


      Will my Trainual integrations show up automatically on the Software & tools page?
      Your tools will need to be manually added to the Software & tools page at this time, however, this type of automation is on our roadmap. Stay tuned!


      Can I add machinery, equipment, or custom tools to the Software & tools page?
      Absolutely! You can add anything your team needs — software, equipment, machinery, or custom-built tools.


      How can I submit my feedback and ideas about features?
      If you'd like to share your thoughts about the software & tools page or think of something else you'd like to see added, send us your feature requests and ideas.

      Learn more about creating platform connections in Trainual: