Create an SOP

Modified on Wed, 24 May 2023 at 09:42 PM

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.

Click on SOPs in the left side panel.

Click Create new SOP or Create SOP.

Give it a name, choose a category and select a blank or preset template. For preset templates, you can click on the view icon to preview the SOP.

Once you've selected your template you will be taken to the creation view where you can take several actions. This includes entering the details of the SOP, adding images, screen recordings, audio recording and much more. At the top right-hand side you will also have the options to undo/redo, publish and save.

SOPs will be available in the SOPs sibebar view. Below are examples of unpublished (saved) and published SOPs which includes the details of who and when the SOP was created.

⚠️ Be sure to save/publish your SOP before navigating back to the SOPs side panel view.

To open an SOP hover over it and right click to bring up the dropdown menu and Open sop.

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