Setup Guide
Trainual Setup Guide
Turn the way your team works into clear, searchable processes and training. Start with one role and one repeatable workflow, then expand your company playbook as the team grows.
Explore Trainual View App ListingWhat to Set Up First
- Choose one role with a repeatable onboarding process.
- Collect the policies, checklists, and process notes that role needs.
- Turn those materials into a short, ordered training path.
- Assign an owner to review each process when it changes.
How to Check the Result
- Ask a new teammate to follow the path without verbal instructions.
- Use a short test or acknowledgement for critical steps.
- Review completion and questions to spot unclear material.
- Update the playbook based on real work before adding more roles.
Where Trainual Fits
Trainual combines process documentation, onboarding, role responsibilities, AI knowledge search, and training progress in one place. It is a strong fit when important know-how lives across scattered documents or with a few experienced employees.
Its broader operations and performance tools can connect that training to meetings, goals, and accountability. Evaluate those after your first training path is working well.
Explore Trainual
See the product and current plan options through our partner link.
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