Document Work Instructions with Procedures

The heart of TaskTrain is the Procedure, a step-by-step outline of work instructions with optional help Content at each individual Step.

Turn Procedures into Assignments

Each time work related to a Procedure arises, an Assignment may be created from that Procedure and then assigned to one or more Members of the Organization

Add Content to Procedures and Assignments

Add detailed Help Content to work instructions so employees have the just-in-time information they need to do Tasks right the first time -- and every time.

You can add Help Content in 3 different ways: Embed text, attach documents, or link webpages. You can also re-use help Content you’ve created earlier by copying it from one Procedure or Assignment to another.

Related Articles

Next in Getting Started
Key terms

Related in Overview
Add Members to an Organization
Turn a Procedure into an Assignment

Related in Step-by-Step Instructions
Create a Procedure
Assign Procedures to employees

 

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