Templates are available on selected plans. If you don’t see Templates in the sidebar, check your subscription tier with your administrator.
The Template Gallery gives you a head start on common procedures, so you’re editing rather than starting from a blank page.
SOP template gallery

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Use a template

1

Open Templates

Select Templates in the sidebar.
2

Browse the gallery

Review the available templates and pick one that fits the procedure you need.
3

Create from template

Start a new SOP pre-filled with the template’s structure and steps.
4

Customise

Edit the steps, instructions and tags to match how your organisation actually works, then save and publish.
Templates are a starting point, not a finish line — always tailor the steps and expected results to your own environment before publishing.