Creating an SOP
Write the steps your team should follow.
From Team Knowledge, open SOPs and choose New SOP. Add a title, when to use it, and the checks to complete before you start.
The procedure is a full document: headings, lists, links, and screenshots. Add an image from the toolbar, or drop one into the procedure. Those images stay inside this help center — they are not part of the public help site.
Checking a box while reading an SOP does not change the SOP. It only helps the person following it right now.
Use Preview to see the page your team will read. Save a draft until it is ready, then publish.
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