Teammates store useful information in their Handbook, which gives them guidance and “intuition” when they plan their work and execute tasks. A Handbook is a text file that you can edit directly in the Teammates app.

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Handbook Contents

  • Processes for accomplishing tasks e.g. steps in a particular workflow
  • Guidance and preferences for how you want them to work e.g. “Please let me know whenever you finish an assignment”
  • Information about your company, voice, and culture e.g. “We refer to our customers as ‘Partners’ and our CEO as ‘El Jefe’”
  • Basic data about your systems e.g. “Our company website is https://www.example.com”
Teammates are able to update their own Handbook! Just tell them the change you want in Chat e.g. “When you finish an assignment, please let me know” and they’ll update it for you!

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Handbook Format

A Handbook is a simple text file, but if your teammate has a lot of information in it, you can create separate sections to keep it organized: 
### [BLOG PUBLISHING]
Our blog is published on Medium. Here are the steps to publish a new post:
1. Draft a new post in Google Docs
2. Share it with the marketing team to get feedback
3. ...

### [TEAM MEETINGS]
We have a weekly team meeting on Tuesday mornings. Here are the steps to prepare for the meeting:

1. Update the weekly calendar invitation with the agenda
2. Send a reminder message to the team with the agenda
3. ...