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Guides for team training

Turn team know-how into a training manual people can follow.

Give teammates a visual reference for software tasks they can follow, revisit and share as they learn.

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One task at a time

Teach one workflow at a time.

Capture the steps of a recurring task. Include a clear goal and the access or preparation a teammate needs.

Illustrative workspace team page with an invitation hotspot.
Illustrative preview

Learning at their pace

Leave room for their pace.

Pair screenshots with instructions and important details. Teammates can read every step or click through an interactive guide.

Illustrative guide editor with steps, a screenshot and instruction controls.
Illustrative preview

A lasting reference

Make the handoff easy to revisit.

Share the guide alongside your onboarding checklist, translate it for global teams and see how many people complete it. Teammates can comment on any step.

Illustrative team list showing an example invitation.
Illustrative preview

Interactive example

See a first-week task as a guide.

A three-step workspace task for support and onboarding.

Try a guide

Related features

Process documentationTranslation & voiceoverSecurity
1Open the invitation
2Review the email and role
3Review the invitation

Good to know

Before your first guide.

Make your next explanation a guide.

Start with one workflow people need to follow.

Create your first guideBrowse examples