How do I create and publish a policy or procedure?

Company admins write a policy as a draft with New policy on Team → Policies, then click Publish so members can read and sign it.

Steps

Go to Team → Policies and click New policy.
Enter a Title and choose the Type: Policy or Procedure.
Write the Text. Blank lines separate paragraphs, lines starting with # are headings, lines starting with - are bullets, lines starting with 1. are numbered steps, and double asterisks make text bold.
Leave Members must acknowledge they have read it checked if people need to sign it.
Click Save. The policy is saved as a draft that only admins can see.
To attach a PDF or document, open the policy and, under Manage, choose a file in Attachment (PDF or document, optional) and click Upload.
When it’s ready, click Publish. You’ll see how many members were notified.

Only company admins can create, edit, publish or archive policies.
A policy needs some text or an attachment before it can be published.
When you publish, everyone who needs to sign is notified with “New policy: [title]” (or “New procedure”).
Uploading a new attachment replaces the old one. Upload limits and allowed file types are the same as for project files.
To retire a policy, click Archive. Members stop seeing it. Archived policies can be brought back with Republish.

Last updated October 30, 2026