Using the Exchange to Copy a Procedure

The Exchange allows you to browse procedures created by TaskTrain or shared by other users. You can easily copy any procedure into your own Organization for customization.

To copy a Procedure from the Exchange:

1. Open the Exchange Menu and choose either Examples or Public.

   • Examples are curated sample procedures created by TaskTrain.

   • Public procedures are shared by other TaskTrain users.

2. Browse and select the procedure you want to use for your Organization.

3. At the top of the List Pane, select Copy & Customize.

4. Choose the Organization and Portfolio where you want the procedure copied, then select Copy.

5. Your new Procedure will appear in the selected Portfolio, ready for you to customize to your Organization’s needs.

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