At Waybook, our mission is to help you and your team get your business on the same page, and to help you get there faster, we've got some best practice tips for you and your team.
Set up for success 👩💻
Make sure you use Google Chrome or Firefox for the best experience.
Try to close documents and steps when you've finished working on them, so someone else can jump in.
Check with your team before taking over editing a step to make sure everyone's work is saved correctly.
Wait until your changes have been saved before moving on to work on the next step, to ensure your hard work isn't lost.
If you're a member of multiple Waybook teams, use the same email address to make toggling between your teams easier.
Getting started on Waybook 📚
Before you start adding content to your Waybook, we recommend you do the following:
Design or ask for an organization chart showing how your company is organized into teams - this will make creating member groups a breeze!
List all of the activities your business or department takes part in - we're talking suppliers, customers, HR, fulfillment, finance, legal, etc.
Find your existing documentation and process outlines - this should be the first content you add to your Waybook.
Creating a structure is the best place to start in Waybook. Setting up Categories and Subjects that reflect your business will help keep your Documents organized.
Invite a collaborator to help you build your Waybook.
Prepopulate your Waybook any existing content, giving you the foundations to start adding or building processes and documenting new ones.
Set up your member groups, based on your organization chart, to streamline content assignment when inviting new team members.
Use the edit toggle to switch between editing and previewing content as a reader.
If you already have your business documented and are looking for help migrating this content into Waybook, you can schedule a free call with our process experts to explore both our migration and consulting services.