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Waybook Navigation

Here is everything you need to know about your Waybook home screen

Elle avatar
Written by Elle
Updated over a week ago

We're on a mission to help you and your team reach value faster ✨

Whether it's new employees onboarding to your organization or training for your existing team members, our dashboard has been built to help you find your processes and documents with ease.

Read on for an in-depth tour of your Waybook dashboard πŸ‘‡

This image shows the default view in Waybook, with all components shown

Navigating your Waybook

Here's a breakdown of your main navigation menu:

Get back to your Waybook dashboard at any time, by hitting the Home icon.

Invite new members and manage your existing team and groups by hitting the members icon.

Generate reports and check your teammates' progress using the reports icon.

Update your team settings, including billing, branding, weekly summary emails and more by pressing the settings icon.

If you're looking to make changes to your own account, simply press your avatar to open your personal settings or switch between your Waybooks, if you are a member of multiple teams.

Searching for answers

Whether you're looking for answers in your Waybook or some guidance from our support team, we've got you covered.

Use our powerful search function to find answers to your questions in Waybook, or locate processes using keywords.

Contacting support

Our support team are on hand to help you get the most from your Waybook.

If you ever need guidance from our support team, simply press the support icon to either reach us using live chat or check out our help centre.

Interacting with your Waybook

Here's a breakdown of how you can interact with your Waybook content using the menu on the left of your dashboard.

Collapse and expand categories

Whether you're trying to focus on specific documents or want a full view of your Waybook content, these controls will help.

Collapse and expand your categories using this button.

Bookmarks only

Bookmarking your content is a great way to ensure you have even easier access to the content and processes essential to your role.

You can now set your left-hand menu to only show your bookmarked documents, so you can further curate your Waybook experience and focus on the content most important to you.

Required Documents only

In Waybook, we want to help you focus on the information most important to you.

You can now set your left-hand menu to only show the documents you are required to complete, so you can focus on the information most important to you and meet any deadlines.

Collapse and expand the sidebar

To help you focus on the document you are working through, you can collapse the left-hand menu in Waybook to give greater real-estate to a document and its steps.

Collapse and expand your sidebar using this button.

Tracking progress on required content

At Waybook, your content is either reference or required - required content must be completed and will count towards your overall completion percentage.

Content that requires completion will show a progress wheel like in the screenshot above. Reference-only content will not show this progress wheel, making it easy to differentiate between the two content types.

Tracking your own progress

As part of our mission to help you find your training and compliance content as quickly as possible, we also offer the following views on your dashboard πŸ‘‡

We'll help you to identify your starting point in Waybook, based on Learning Paths and documents you are required to complete, as well as any upcoming deadlines.

Your Progress

Get a snapshot of how much of your content you've completed, with the progress tracking widget on your default dashboard.

Incomplete, Recently Viewed and Bookmarked documents

View all of your incomplete documents on Waybook, see how many you have yet to complete and easily pick up where you left off.

Refresh your knowledge by hopping into your completed document view, or jump straight back to the content you've recently engaged with, including any reference documents you have access to using the recently viewed widget.

Search & Waybook Ask

Use the search widget to find answers to your questions in Waybook, either using keywords or with some help from Waybook Ask - our AI-powered search function.

Custom Dashboards

You can also build a custom dashboard in Waybook, personalizing your Waybook home view to meet your needs. Learn more about custom dashboards here.

Remember, if you have any feedback or suggestions for how we can improve the Waybook dashboard, get in touch with the team - we love hearing from you 😊

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