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Home | Templates | Operations

Operations Templates

Create SOPs, process documents, training guides, and workflow documentation built to share and stay current as your processes evolve. Pick a template, make it yours, and share as a live page your team can always reference. Then reuse the same structure for every new process you document.

Start from a proven template. Customize it for your audience. Share as a live page or polished export. Reuse it for the next process or team.

Operations Templates

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Brand Guidelines
Budget Report
Employee Handbook
Invoice
Meeting Agenda
Performance Report
Presentation
Sales Sheet
Annual Report
Request for Proposal
Resume
Team Status Report
Not just an ops template library

Create, share as a live link, and reuse process documentation that stays current as your operations evolve.

Learn Operations with free resources and helpful guides.

  • Monthly Performance Report Template
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    Monthly Performance Report
    Used 5361 times
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  • Employee Handbook Template
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    Employee Handbook
    Used 5092 times
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  • Meeting Agenda Template
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    Meeting Agenda
    Used 4984 times
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  • Annual Report Template
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    Annual Report
    Used 4370 times
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  • Resume Template
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    Resume
    Used 2271 times
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  • Annual Budget Report Template
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    Annual Budget Report
    Used 1692 times
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  • Retro Meeting Agenda Sample
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    Retrospective Meeting Agenda
    Used 2000007 times
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  • Team Status Template
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    Weekly Team Status Report
    Used 1542 times
    Use Template
  • Resume Graphic Designer
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    Digital Media Manager Resume
    Used 1436 times
    Use Template
  • Request For Proposal Template
    Explore›

    Request for Proposal
    Used 1435 times
    Use Template
  • Project Wrap Up Meeting Agenda
    Explore›

    Project Wrap Up Meeting Agenda
    Used 2000006 times
    Use Template
  • Quick Presentation Template
    Explore›

    Quick Presentation
    Used 1366 times
    Use Template

Trusted by 402,720 professionals across the world.

Xtensio helps operations teams turn templates into working process documentation. Create a SOP, training guide, or workflow doc once, then keep it current as processes change. Share as a live link your entire team can always reference. Reuse the same structure for every new process. No version chaos. No resending PDFs. From first draft to polished delivery.

| Xtensio | 2026
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Read Reviews

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Testimonial From Zac Heisey

Zac Heisey

Director of Digital Marketing @

Tribe Interactive

This is amazing. I just created a really basic press kit in minutes โ€“ something that Iโ€™ve been putting off for ages. So simple.

Testimonial From Jake Peters

Jake Peters

CEO @

HelpDocs

With Xtensio I can collaborate with my team on projects and build out my own branded templates.

Testimonial From Robin Bramman

Robin Bramman

Founder and Chief Brand Mixologist @

Brandtini

Xtensio has saved me TONS of time.

Testimonial From Alix-Han

Alix Han

VP Product Experience @

C-SATS

Love this product. These are the crucial tools I work with on a weekly/monthly basis.

Testimonial From Marc Anthony Rosa

Marc Anthony Rosa

Product Manager @

Dose Studios

Xtensio allows us to create attractive deliverables for clients and get feedback. Weโ€™re able to quickly make repeatable templates again and again.

Testimonial From Anna

Anna Yunker

Content Strategist @

Aztek Digital Agency

Xtensio is simple to use. A great marketing tool to brainstorm ideas and develop strategies.

Testimonial From Robin Eyre

Robin Eyre

Owner @

Trailblazer360

Xtensio is high-quality and easy-to-use. The templates make it easy to create materials, and the pages are mobile responsive.

Testimonial From Adam

Adam Sher

CEO @

AccuTennis

Xtensio is one of the best collaborating tools I have ever worked on.

Testimonial From Humma-Arshad

Humma Arshad

Salesforce Project Manager @

Bugendai Tech

More than an operations template library

Most template libraries give you a file to download and update manually every time a process changes. Xtensio gives you a living structure. Customize once, share as a live link, update it as processes evolve, and reuse the same setup for every new workflow. Your operations documentation builds on itself.

Process-ready structures
Every template is built around real ops jobs โ€” documenting, training, onboarding, and standardizing workflows.

Always current, never resent
Share as a live link. Update your process once and everyone sees the latest version automatically.

Reuse across processes
Clone any SOP or guide for a new process or team. Your best structures compound across your entire operations.

Frequently Asked Questions

What operations templates does Xtensio offer?

Xtensio offers templates for SOPs, process documents, training guides, workflow documentation, onboarding checklists, and operational runbooks. All are customizable and shareable as live links.

How do I keep SOPs and process docs up to date as processes change?

Create your SOP once in Xtensio and share as a live link. Update the document anytime โ€” everyone with the link sees the latest version without you re-sending.

Can I share operations documentation with the whole team at once?

Yes. Share any document as a live link across your entire team. No need to manage email threads or file versions โ€” one link, always current.

Can I build a reusable template library for recurring operational docs?

Yes. Save any process doc as a reusable template, clone it for each new process or team, and maintain consistency across your entire operations documentation.

How does Xtensio compare to Notion or Confluence for process documentation?

Notion and Confluence are general wikis. Xtensio creates polished, shareable documents your external partners and new hires can access via a live link without needing an account โ€” ideal for professional process delivery.

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Related Resources

  • How Agencies Eliminate Document Version Chaos
  • How to Use the Eisenhower Matrix
  • See how agencies use Xtensio for operations โ†’
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