Waybook

Waybook is suitable for companies of all sizes looking to get their organisation on the same page.

Who is Waybook for?

The term 'member' refers to anyone with accesss to your Waybook. Find out more about members and permissions here.

What is a member?

Waybook is great for documenting processes, onboarding new employees, and on-going training.

What are the use cases for Waybook?

Elle

Mike Bandar

All of the basics of Waybook, your dashboard and common use cases

Understanding Waybook

Here's everything you need to know about navigating and engaging with your assigned documents on Waybook.

Where can I find my assignments?

Here is everything you need to know about your Waybook dashboard

Waybook Dashboard

View all documents within a subject, switch them to drafts and quickly publish any changes made from your Documents view.

How do I find my way around the Documents view?

Looking to add another Waybook to your account? Here's how to set up a second Waybook using the same user login.

How do I create multiple Waybooks?

Learn how to switch between Waybooks you're a member of when working with multiple organisations or across a variety of projects.

How can I switch between Waybooks I am a member of?

Navigating your Waybook

Find out more about weekly summary emails and how we're helping you to engage your team on Waybook

Weekly Summary Emails

Learn more about how you can generate links to share your Waybook subjects with people outside of your organisation

Publicly Shareable Subjects

Find out how you can search and add to your Waybook from your Chrome browser

Is there a Waybook browser extension?

Make sure your team completes onboarding documents and training on time with document due dates

Document Due Dates

Learn more about how you can direct your team through onboarding and learning flows in Waybook

Build pathways for your team with Flows

Find out more about how your team can access SSO support using a variety of identity providers

Single Sign-On Support

Find out more about how you can import your processes from Tango directly to your Waybook

Import to Waybook from Tango

Learn more about tracking your entire team's activity in Waybook using our audit logs feature

Audit Logs

Fill in gaps in your organization's playbook and create your company SOPs with a few prompts using our AI Content Writer

AI Writer

Learn more about adding file attachments to your Waybook steps

Can we attach files to Waybook steps?

Add content to your Waybook in a flash using keyboard commands

Slash Commands

Learn more about how your editors can submit changes to your Waybook for your admins and mangers to review

Submit For Review

Find out more about how you can easily search for and share your Waybook subjects and documents straight from Slack

Slack Integration

Find out more about our pro features and how you can access them by upgrading to our pro plan.

Waybook Pro

Find out more about how to create checklists for your team in Waybook.

Creating Checklists

Find out more about comparing and reverting to historic versions of your Waybook steps

Can I compare historic versions of steps?

Find out more about editing your content in Waybook, formatting your steps and navigating the editor.

How do I edit steps on Waybook?

GIFs are a really easy and effective way to make your SOPs more engaging and enjoyable to work through.

How do I add GIFs to steps?

You can search for keywords in your Waybook documents using the search box in the top navigation menu.

Does Waybook have a search function?

Track your teams progress, check test scores and more!

What can I do from the reports page?

Find out more about how to share your Waybook documents publicly with anyone outside of your Waybook team.

Can we share documents outside of our Waybook team?

Whether you're looking to export for safe keeping or you simply love to have a hard copy to hand, we've got you covered!

Can I export documents from Waybook?

Make sure all of the documents and SOPs you refer to most frequently are readily available with bookmarks.

Can I favorite documents that I use most often?

Find out more about Waybook's powerful free screen recorder for Google Chrome.

Waybook Record

Features

Here is everything you need to know about assigning content to your team on Waybook

The essential guide to assigned content

Find out how your team members can download image files, such as logos and other brand assets, from your Waybook steps

Can I download images from Waybook?

Learn more about exporting and printing your content from Waybook.

Can I print my Waybook documents?

Learn more about document verification on Waybook and how you can use this function to ensure your knowledge and processes are up-to-date

Document Verification

Find out more about how you can restore your deleted documents and steps from your trash

Restoring deleted documents and steps

Waybook will inform members of newly assigned documents and allows you to notify members when you make a change to a document

What happens when I publish a document or changes?

Learn more about disabling completion tracking for documents and creating reference-only content

Can we create reference-only documents?

You can easily track revisions made to a document by heading to your document history

Can I see who last updated a document?

Yes, you can unmark your completed steps with one click. Find out how in this article.

How do I unmark my completed steps?

Managing your content

Here's everything you need to know about member roles and content permissions on Waybook.

How do permissions work on Waybook?

Here's everything you need to know about inviting new teammates and managing their permissions.

How do I invite new members to Waybook?

The essential guide to adding managers to your Waybook and assigning them to member groups.

Manager Role

Managing your members

Learn more about the improvements and new features launched to Waybook in March 2023

March 2023

Learn more about the improvements and new features launched to Waybook in February 2023

February 2023

Learn more about the improvements and new features launched to Waybook in January 2023

January 2023

Learn more about the improvements and new features launched to Waybook in December 2022

December 2022

Learn more about the improvements and new features launched to Waybook in November 2022

November 2022

Learn more about the improvements and new features launched to Waybook in October 2022

October 2022

Learn more about the improvements and new features launched to Waybook in September 2022

September 2022

Learn more about the improvements and new features launched to Waybook in July 2022

August 2022

July 2022

Learn more about the improvements and new features launched to Waybook in June 2022

June 2022

Learn more about the improvements and new features launched to Waybook in May 2022

May 2022

Learn more about the improvements and new features launched to Waybook this month