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.

⚠️ Only users with admin or owner permissions can create and manage SOPs.

Click on the "Create SOP" button.

To create an SOP from scratch click on "Blank file" then "Create."

To use one of the provided SOP templates manually scroll through or select a category. 

For preset templates, a preview will be shown on the right side.

After creating an SOP you can perform various actions. This includes renaming the SOP at the top via the pencil icon, adding images, links, recordings, and much more.

At the top right side, you will find options to publish, undo/redo, and "Save file."