Standard Operating Procedures Template

The Standard Operating Procedures (SOP) Board is your company’s central place to store, manage, and review all internal procedures. Everything is structured and easy to find, so your team always has access to the latest version of how things should be done.

How it works:

• Organized by department: SOPs are grouped into sections like Marketing, HR, IT, Finance, and Sales.

• SOP details: Each SOP entry shows the creator, approver, current status, and key dates (e.g. review date, last update).

• SOP dashboard: Get a clear overview of all SOPs and their statuses across the company.

• SOP files gallery: Browse through all procedures easily in one place for quick access and reference.

Automations:

• When an SOP’s status is set to “Review,” the assigned approver is notified.

• When the review date arrives, the creator gets a reminder to update it if needed.

What’s included:

✔️ SOP Board organized by department
✔️ Dashboard for tracking updates and review cycles
✔️ SOP files gallery for easy access
✔️ Automations to keep reviews on track
✔️ Setup tips and walkthrough video

Need help setting it up for your team? Contact us!