TaskTrain Help Center

Learn basic TaskTrain concepts in our Overview articles then dive into details with our Step-by-step instruction articles.

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48 articles in this collection
Written by Mary Anna Thornton
Procedures

Create a Procedure

Step-by-step instructions: Create a Procedure, an outline of work instructions
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Written by Mary Anna Thornton
Updated over a week ago

Publish a Procedure

Step-by-step instructions: Publish a Procedure draft
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Written by Mary Anna Thornton
Updated over a week ago

Navigate to and Select a Procedure

Step-by-step instructions: Find and select a Procedure (a set of work instructions)
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Updated over a week ago

Move or Copy a Procedure

Step-by-step instructions: How do I move or copy Procedures within and across Manuals?
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Written by Mary Anna Thornton
Updated over a week ago

Navigate, Promote/Demote Procedure Steps and Substeps

Step-by-step instructions: How do I find Steps and Substeps? Indent or outdent Procedures Steps
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Updated over a week ago

Add, Delete, and Edit Procedure Steps

Overview: Making Changes to Procedure Steps and Substeps
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Written by Mary Anna Thornton
Updated over a week ago

Add Steps & Substeps to a Procedure

Step-by-step instructions: How do I create Steps in my Procedure?
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Written by Mary Anna Thornton
Updated over a week ago

Delete Procedure Steps and Substeps

Step-by-Step Instructions: How do I remove Steps from my Procedures?
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Written by Mary Anna Thornton
Updated over a week ago

Reorder and Rename Procedure Steps and Substeps

Step-by-step instructions: Change the order of Steps and Substeps Rename the Steps and Substeps
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Written by Mary Anna Thornton
Updated over a week ago

Check Activity History

Step-by-step instructions: How do I check activity history for Procedures, Steps, Assignments, and Tasks?
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Written by Mary Anna Thornton
Updated over a week ago
Assignments

Turn a Procedure into an Assignment

Overview: Create an Assignment from a Procedure
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Updated over a week ago

Create an Assignment

Step-by-step instructions: How do I make an Assignment?
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Written by Mary Anna Thornton
Updated over a week ago

Assign Procedures to employees

Step-by-Step instructions: Create Assignments and delegate them to Manual Members
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Updated over a week ago

Work on an Assignment or Task

Overview: How do I update Assignments or Tasks?
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Written by Mary Anna Thornton
Updated over a week ago

Update an Assignment Name

Step-by-step instructions: How do I edit the Name of an Assignment?
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Written by Mary Anna Thornton
Updated over a week ago

Update Assignment or Task Completion Status

Step-by-step instructions: How do I change Completion Status?
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Written by Mary Anna Thornton
Updated over a week ago

Filter and Search Assignments in My Inbox

Step-by-step instructions: How do I search for and sort my Assignments?
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Written by Mary Anna Thornton
Updated over a week ago

Update an Assignment/Task Requestor and Priority

Step-by-step instructions: Update the Requestor of an Assignment, Edit the Priority level of an Assignment
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Written by Mary Anna Thornton
Updated over a week ago

Update a Start or Due Date on an Assignment or Task

Step-by-step: How do I change start dates and due dates?
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Written by Mary Anna Thornton
Updated over a week ago

Use Comments to Communicate on Assignments or Tasks

Step-by-step instructions: Task or Assignment Comments
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Written by Mary Anna Thornton
Updated over a week ago

Archive or Delete an Assignment

Step-by-step instructions: How do I archive an Assignment when I'm done with it? How do I delete an Assignment I created in error?
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Written by Mary Anna Thornton
Updated over a week ago