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Step-by-Step Guide Template

A step-by-step guide template can be a lifesaver when it comes to streamlining processes and ensuring consistency in your organization. With a pre-made template, you can easily create guides that are clear, comprehensive and easy to follow.
Last updated:
February 1, 2023

A step-by-step guide template is a useful tool for creating clear and concise instructions for any task or process. Having a well-structured step-by-step guide helps users to quickly and easily complete tasks, increasing efficiency and reducing the chance of errors.

With a step-by-step guide template you can:

  • Outline clear steps: Organize the steps needed to complete a task, ensuring each step is clearly defined and easy to follow.
  • Illustrate with images: Add images to help explain and clarify each step in the process.
  • Include helpful tips: Add tips or notes to help users complete the task successfully.
  • Onboard new employees: Build onboarding guides, including instructions for setting up their workstation and accounts, as well as an overview of company policies and procedures.
  • Support client-facing processes: Onboard clients to new systems, create SOPs and manage the customer support function.
  • Lead marketing and sales: Guide reps through the sales or campaigning processes.
  • Troubleshoot common issues: Catch and resolve problems with organization's or client software or hardware, complete with detailed instructions and screenshots.
  • Conduct regular maintenance on equipment: This could include a checklist of tasks and instructions for completing them safely and efficiently.
  • Improve communication: Consistently formatted SOPs make it easier for employees and other stakeholders to understand and follow procedures.
  • Customize: Easily tailor templates to fit your organization's unique needs.

... and so much more.

Using pre-made templates for step-by-step guides is a time-saver that helps with consistency, compliance, communication and customization.


Easily duplicate this template by selecting "Save This Page" in the top right corner. Once you go through a quick sign-up process, you'll find the template waiting for you in your Dashboard or under Favorites.

Scribe is a tool that creates step-by-step guides - instantly! Download our free Chrome extension to start creating guides for any process.

Create beautiful process documents with Pages - complete with Scribes, videos, texts, lists and more. Easily create your next training guide, onboarding plan or SOP with Pages. Or, better yet, use one of these templates to get started!