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Best practice tips for getting started
Best practice tips for getting started

Here are some helpful hints and tips to make building your Waybook even easier

Elle avatar
Written by Elle
Updated over 3 months ago

At Waybook, our mission is to get your team aligned and your business running smoothly. To help you get there faster, here are some best practice tips designed for your success.

Set Up for Success 👩‍💻

  • Use the Best Browsers: For an optimal experience, we recommend using Google Chrome or Firefox.

  • Streamline Team Switching: If you belong to multiple Waybook teams, use the same email address to easily toggle between them.


Getting Started on Waybook 📚

Before adding content, we recommend the following steps:

  1. Create or Request an Organization Chart: Understanding your company’s team structure will make setting up member groups a breeze.

  2. List Your Business Activities: Think about all areas of your business—suppliers, customers, HR, finance, legal, etc.—to guide your content creation.

  3. Gather Existing Documentation: Start by adding any current documents or process outlines as the foundation for your Waybook.

  4. Build a Strong Structure: Set up Categories and Subjects that reflect your business to keep your documents organized.

  5. Collaborate Early: Invite a team member to help you build and refine your Waybook.

  6. Prepopulate with Existing Content: Add your existing materials to establish a base for new processes and documentation.

  7. Set Up Member Groups: Use your organization chart to create member groups, simplifying content assignment when new members join.

  8. Toggle Between Edit and Preview: Use the edit toggle to switch between editing content and viewing it as a reader.

Already have your business documented? Schedule a free call with our process experts to learn more about our migration and consulting services.

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