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Document Center

A centralized location for quick access to your business’ documentation, such as company policies, standard operating procedures, and forms for new hires. Any files you need to keep the day-to-day of your business running smoothly go here.

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Why we love this template

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Tips to get started

  • Add or change existing queues to categorize your documentation.
  • Copy and paste links from key websites into the task notes so all of your team can easily access these sites.
  • Attach any file to the appropriate task (such as a New Client Intake Form) by selecting it from Google Drive or dragging it directly from your desktop.