Beginner’s guide to using the SOP Master Template. Learn how to set up, customize, and connect your SOP system.

1. Creating Your First SOP

Step 1:

• Click + New in the Dashboard.
• Fill in:
  • Title: Name your SOP (e.g., “Client Onboarding”).
  • Department: Select from the dropdown (e.g., Sales).
  • Etc.

Step 2:

Inside the new SOP page:

1. Purpose: Write 1-2 sentences about the goal (e.g., “Streamline client onboarding”).
2. Scope: List the teams affected (e.g., “Sales, Account Management”).
3. Procedures:
   • Add steps and substeps.
   • Embed videos/images with /embed or drag-and-drop.

Step 3:

Add Tools & Definitions

1. Tools Database:

   • Create entries for software (e.g., “Slack,” “Google Sheets”).

   • Link to SOPs via a SOPs relation property.

     Example:

   Tool: CRM Software
   Tutorial: [Link to video]
   Linked SOPs: Client Onboarding
   

2. Definitions Database:

   • Add terms (e.g., “KPI: Key Performance Indicator”).
   • Link to SOPs where the term is used.

3. Connecting Databases

Why connect databases? Automate updates, reduce manual work, and keep everything in sync.

• Link SOPs to Tasks:
  • In the Tasks Database, add a SOP relation property.
  • When creating a task (e.g., “Prepare Contract”), link it to the relevant SOP.
• Projects Database: Link SOPs to projects (e.g., “Q4 Marketing Campaign”).
• Training Database: Create onboarding checklists that reference SOPs.
• Calendar: Sync task deadlines with Notion’s calendar view.