SOP library · Guide 2 of 37

Find and follow an SOP

Locate a procedure, check its prerequisites, and work through the instructions without skipping verification.

Before you start

Sign in to a workspace you own or have been invited to. Search only includes that workspace’s approved SOPs.
Have access to the tools mentioned in the procedure before starting.

Step 1
Search for the task
Select the search bar at the top of the workspace and enter a task or platform name, such as conversion tracking. Alternatively, open the relevant department and folder.
Step 2
Open the right procedure
Select a matching result. Check the title, department, owner and verification status so you do not follow a similar procedure for the wrong platform.
Step 3
Read before checking off steps
Read Objective & scope and Before you start when present. Follow each numbered instruction, then check its box after completing the work. Workspace checkmarks are not a personal training certificate.
Step 4
Verify the result
Follow the verification checks and troubleshooting notes at the end. Copy snippet blocks only when they apply to your tools, and replace any example values before using them.

Practical example

Find the Google Ads tracking SOP, confirm your account access, follow the tag setup, and test a conversion before treating the launch as complete.

No results appear: Try a shorter task name, tag or platform. Check that you are in the intended workspace and that an admin has approved the procedure.
The instructions look outdated: Look for Needs review and ask an admin to verify or update the SOP rather than improvising a critical step.

You have completed the actual task and checked its expected result, not just ticked a list.