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A tour of your first workspace

A walk around the SOPCompass app so you know where everything lives before you start writing.

Updated
On this page
  1. The top bar
  2. The Boards page
  3. Inside a pillar
  4. Suggested first steps

Your workspace opens on Boards, already organized into the Company area and the five pillars of a business. Nothing needs to be set up before you start writing.

The top bar

Across the top of every page you will find:

  • The workspace switcher. A dropdown with the name of the workspace you are in. If you belong to more than one, pick another here. See Multiple workspaces.
  • The search box. Type and press Enter to search every SOP this workspace can see. On a phone, it becomes a magnifying glass icon.
  • The main menu:
    • Boards: your pillars and libraries.
    • Ask: ask a question and get an answer from your SOPs.
    • Build with AI: the AI interview that writes or improves SOPs (editors, admins and owners only).
    • Assignments: SOPs assigned to you. A number badge shows how many are open, and it turns red when something is overdue.
    • Saved: SOPs you bookmarked.
    • Insights: what gets read, searched and asked (Business plan).
    • People: your team, the accountability chart and, for owners and admins, Settings & billing.
  • Sign out.

Note: Press Ctrl+K (Cmd+K on a Mac) or the / key anywhere to open a quick jump search across every workspace you belong to.

The Boards page

Boards shows six tiles, one for each area of the business:

  • Company: who you are, how you work, your tools and onboarding.
  • Lead Acquisition: getting new leads in the door.
  • Lead Nurture: warming leads up until they are ready to buy.
  • Sales Execution: turning opportunities into signed deals.
  • Fulfillment & Delivery: delivering what you sold.
  • Retention: keeping customers happy, renewing and growing.

Each tile shows how many SOPs it holds for the department you are viewing. Above the tiles is the department switcher, which filters what you see. See Pillars and departments.

At the top right of Boards you may also see:

  • Archived: SOPs that were archived, with a way to restore them.
  • Settings (owners and admins): opens People, Settings & billing.
  • Sort into pillars (admins and owners on the Business plan): the AI sort. See AI sort.

If libraries are shared into this workspace from another one, they appear in a section called Shared into your workspace name.

Inside a pillar

Click a pillar tile to open it. Each pillar holds libraries, shown as columns, and each library holds SOPs. Editors see buttons to add a library (+ Library), add an SOP (+ SOP) and Import a document.

A pillar also lists Also relevant here: SOPs that live in another pillar but were tagged to show in this one too.

Suggested first steps

  1. Open People, then Settings & billing, and check the workspace name. Add your website and a sentence on what the business does; the AI uses it. See Workspace settings.
  2. Invite your team.
  3. Open a pillar, add a library and create your first SOP.