Once you’ve recorded your SOP, it’s time to get it ready for the world (or at least your team). This guide walks you through tidying up your steps, adding extra context, and publishing it properly.
Watch the Video:
What You Need Before You Begin
A recorded SOP in your Flowingly workspace
Editor permissions on the SOP
Optional: Screenshots ready if you need to add any extra steps
Step-by-Step Instructions
1. Review Your SOP Before Publishing
Before hitting publish, take a moment to sanity check your SOP:
Does it make sense?
Are the step names clear?
Is everything visually aligned?
Look for any auto-generated weirdness (e.g. wrong step titles or misaligned boxes). You can fix those up easily.
2. Edit Step Titles & Boxes
Click Edit on any step:
Rename unclear or generic titles (e.g. change "Click this" to “Add a user”)
Resize or move the highlight box to better match what the user needs to click
Add a short description for extra clarity (e.g. “Choose from list of users”)
Hit Save once you’re happy.
3. Add Context Sections
Want to explain a tricky step?
You can add tips or context sections between steps.
Examples:
“If the user isn't visible, make sure they're part of the group”
“Use Planner for task management – here's how”
Just hit the “+” icon and choose the relevant section type.
4. Insert Extra Steps with Screenshots
Forget to record something? No worries.
Hit Add Step wherever you need it
Upload your screenshot (drag/drop or browse)
Add a step title and move the box over the correct part of the image
You can repeat this to show a follow-up step or extra detail.
5. Finalise the Details
Click the Details tab to wrap it all up:
Owner: Defaults to the creator, but can be changed
Category: Choose where this SOP will live (e.g. PMO, HR)
Objective & Background: Add a short explanation of what this SOP covers
Tags: Add relevant tags (e.g. the system name like
Microsoft Planner)
⚙️ Pro Tip: Tags are governed from your Setup screen. Use consistent ones!
6. Publish & Notify
Once you’re ready:
Go to the Publish tab
Choose whether to publish to:
Everyone
Specific teams or users
Optionally, notify people that this SOP is now live
Hit Publish, and you’re done 🎉
Tips & Troubleshooting
If something looks off, it probably is. Always preview before publishing.
Missed a step? Add a screenshot and drop it in.
Can’t find your tags? Head to the Setup screen to configure them.
What’s Next
Now that your SOP is published:
Share it with your team or people outside your org
Try embedding it in a process map or workflow
Start recording your next SOP while the process is fresh