Document and organize every process in one place
Turn your SOPs into step-by-step training that's easy to update, assign, and track.
Organize your processes into folders
Give onboarding, support, or any other part of the business its own folder. Every SOP that belongs there sits in one list.
Every folder shows how many SOPs live inside it, so you can tell at a glance which parts of the business are documented and which still need writing.
Search the library by folder name when you have more than a handful — onboarding, support, or whatever you called it.
Build training your team can actually follow
Each step has a title and a page for the how-to — headings, lists, images, and a video that plays in place — so nobody is hunting through a wall of text.
Drop in a screenshot or embed a walkthrough so people can see the work, not just read about it.
Complete a step and the next one is waiting. Previous and Next keep the SOP readable, and the checklist counts the steps as they finish.
Write it once, and it trains every new hire
Leave it open and the whole workspace is on the hook. Or assign it to the roles and people who need to complete it.
Anyone in a role — including the person who joined this morning — gets that SOP on their checklist. No spreadsheet of names to keep up.
An SOP can inherit its folder's assignment, or override it. Saving a folder's assignment resets any SOP inside that had gone its own way.
Give everyone a personal training checklist
Listed next to the library: every published SOP you have to complete, with who assigned it.
Open one and pick up the step you were on. Filter the list to Not started, In progress, or Completed when you only want today's pile.
Join a role that already has SOPs and they appear on your checklist. There is nothing to enroll in.
Track progress, and prove it's working
One tab is every SOP and how far its assignees have got. The other is every person and the SOPs on their list.
Unfinished training floats to the top. Filter by not started, in progress, or completed, and search when the list is long.
Download a CSV of the current filters — the same rows you are looking at.
Give each teammate the access they need
A folder or SOP can stay available to the whole workspace, or be restricted to specific roles and people. Managers who were not granted it do not see it.
Keep the rest of the SOP visible and hide only the step that isn't theirs — useful when one part of the process is for a manager or a specialist.
An unpublished SOP stays out of everyone else's training until you publish it, so you can finish the writing before anyone is on the hook.
Free for up to 3 teammates · No credit card required
Frequently Asked Questions
No. SOPs and training are part of the platform on every plan. Free covers up to 3 people and 3 SOPs; Business is $19 per seat per month with unlimited SOPs and seats.
Anyone in the workspace can create a folder or an SOP. The owner, plus managers and admins, can edit, publish, and assign it. Reports is for managers and admins. Everyone else works from My checklist and the library of SOPs they can see — reading them and completing the steps.
Only the people and roles you grant can see a restricted SOP, plus the person who owns it and your admins. Managers who were not granted it do not see it. An unpublished SOP stays off everyone else's checklist until you publish it.
Yes. Assign an SOP to a role and anyone in that role is on the hook, including people who join it later. The SOP appears on their My checklist the first time they open SOPs — there is nothing to enroll them in by hand.
Yes. A step can be limited to specific roles or people. Everyone else with access to the SOP still sees the rest of it; they just don't see that step. The reader tells them some steps are hidden based on their access.
Bring your whole team
into one workspace
Start free in minutes. No credit card required.