Create an SOP

Standard Operating Procedures (SOPs) are detailed instructions that outline the steps and procedures required to perform specific tasks. Teamly lets you create custom SOPs and includes SOP templates to manage your organization's standard operating procedures.

In the left side panel, locate and click on the "SOPs" tab.

Click on the "Create new SOP" or "Create SOP" button.

Provide a name for the SOP, select a category, and choose between a blank template or a preset template. For preset templates, you can click on the view icon to preview the standard operating procedure (SOP).

After selecting the template, you will be directed to the creation view where you can perform various actions. This includes entering the details of the standard operating procedure (SOP), adding images, screen recordings, audio recordings, and more. In the top right side, you will find options to undo/redo, publish, and save your progress.

SOPs can be accessed in the SOPs sidebar view. Below are examples of both unpublished (saved) and published SOPs, along with information regarding the creator and creation date of each SOP.

⚠️ Before navigating back to the SOPs side panel view, remember to save/publish your SOP to ensure any changes or updates are applied.

To open an SOP, hover over it and right-click to reveal the dropdown menu. From the menu, select the "Open SOP" option.