01. Your First Steps with Way We Do
Explore "Your First Steps" to quickly learn the essentials and become a pro in no time!
By Dan and 2 others3 authors92 articles
Free Trial Period
Benefits of creating and implementing an Operations Manual
Your Way We Do Quick Start Workbook
Update Your Personal Details in Way We Do
Updating your personal details
Adding Work Hours
Adding or updating company contact details
Changing Your Company Name in the Header of Way We Do
Inserting a Logo into the Header of Way We Do
Sign In Page Background Image
Setting up your branding within Way We Do
Setting up your default email on your device
Admins, Editors and Users Overview - What can be done at each permission level?
Who can create, edit or publish a procedure?
Creating an organisation (organization) chart
Assign Names to Roles on the Organization (Structure) Chart
Writing role descriptions
Attach Files to Role Descriptions
Edit Role Descriptions
Terms to Know: Process, Procedure, Task, Checklist
What Is An Activated Checklist?
What are Activated Checklists used for?
Create an Activated Checklist / Step by Step Workflow
What is an Activated Checklist Instance, and how do I set one up?
Assigning roles to procedures
Time Zones and Time and Date Stamps
Label and Menu Ordering
Top Level Navigation
How to view procedures in a list
Conducting an Advanced Search in Way We Do
How do I get back to the dashboard?
Customize Procedure Cards by adding Titles, Descriptions, and Images
Way We Do shortcut icon on your computer with Internet Explorer 11
Add Way We Do To Your iPhone
How do I arrange SOP's (Policies and Procedures)?
Can I get a list of the procedures that are pending review?
View or locate the procedures I am editing from the filter status
Usage on Tablets and Mobile Devices
Searching For Templates in the Market Place
Browsing and Viewing Pre-written Policy and Procedure Templates
Where can I view a list of labels?
Moving procedure documents from one label section to another
How do I delete a label or section?
Can I make labels invisible to some users?
Moving the Label Display (Menu) Order
Labels: Creating, Editing and Deleting Procedure Labels for Subnavigation, Categories, Departments or Headings
How do I track my team's activity?
Pin Activated Checklist Instances to the top of the dashboard list
How to Sort Activated Checklist Instances in the Dashboard
How to Search for an Activated Checklist Instance
Using Emoji for your Labels, Procedures and Activated Checklist/ Step-by-Step process
Procedure Card Colors
Restore Procedure Card Titles Automatically After Editing
How to Change the Order of Procedure Cards
Viewing Who Has Access to Your Company Manual
Tips for Selecting a New Password
Single Sign On
Microsoft Azure Active Directory Single Sign-On Setup
Adding your team members as new users
G Suite for Business Single Sign-On Setup
How to Change Your Password
How to Retrieve a Forgotten Password
Updating your password
Why haven't I received the email to reset my password?
Two Factor Authentication (2FA)
Create Role Description Templates
Print Organization Chart
Why should you add each team member to your manual on Way We Do?
How to log Into a Way We Do Account
How to Change Your Email Address
How do I move a role from one org chart to another?
How do I change the order of the roles in my org chart list?
How to Activate Your Account on Way We Do
How can I reinvite users to Way We Do?
How to Upload a Large List of Users Into Way We Do
How do I create more than one Organization Chart?
How to Start and Use an Activated Checklist
How to Turn Off Email Notifications from Way We Do
How do I retrieve or restore content I accidentally deleted?
How to Report Bugs to Way We Do