---
title: "Create an SOP template"
description: "Create an SOP checklist in a Playbook process, add its steps and publish a version your team can run."
url: "https://okido.io/en/docs/sops-runs/create-an-sop-template"
chapter: "SOPs and runs"
chapterUrl: "https://okido.io/en/docs/sops-runs.md"
plans: ["All plans"]
roles: "Owner, Admin"
language: "en"
edition: "2026-10-23"
---

# Create an SOP template

> Create an SOP checklist in a Playbook process, add its steps and publish a version your team can run.

An SOP template is the checklist for work your team does again and again, such as onboarding a client or wrapping up a campaign. You create it inside a process of your Playbook, add its steps once, and from then on anyone can start a run from it.

Only owners and admins can create SOP templates.

## Create the template

1. Open **Playbook**, then open the folder and the process the SOP belongs to.
2. Under the process, choose **Add**, then **SOP Checklist**.
   ![The Add to Process dialog with the SOP Checklist option](https://okido.io/docs/screenshots/en/sop-new.webp)
3. Enter a name under **SOP Name** and choose **Create SOP**.

The new SOP template opens in the editor. It has no steps yet.

## Add the steps

1. Choose **Add Step**. The new step appears in the list on the left and opens on the right.
2. Replace the title under **Step Title** with what the step is about. Add a short **Description** if it helps, and detailed instructions under **Rich Content**.
3. Repeat for every step, in the order people should do them.
   ![An SOP template with three steps, the first one open in the editor](https://okido.io/docs/screenshots/en/sop-editor-steps.webp)

You don't have to save: your changes are saved a moment after you stop typing. To edit a step later, select it in the list.

## Publish a version

When the steps are ready, choose **Publish New Version** at the bottom of the step list.

![The template after publishing, now at version 2](https://okido.io/docs/screenshots/en/sop-publish.webp)

The version number under the name goes up by one. Each run shows the version of the template it was started from, so you can tell which runs started before a change.

Next, [add checklists, files and variables to the steps](https://okido.io/en/docs/sops-runs/add-checklists-files-and-variables.md) or [start a run](https://okido.io/en/docs/sops-runs/start-a-run.md).