Exchange Overview

Overview: Share and Copy Procedures from other users
Written by Keith Gillette
Updated 1 day ago

Exchange

The Exchange is a shared space in TaskTrain where you can browse, copy, and use Procedures created by TaskTrain or other users. You can access it from the Navigation Pane—it appears just above the Help menu. The Exchange includes two categories: Example Procedures and Public Procedures.

Example Procedures

Example Procedures are curated templates provided by TaskTrain. They’re designed to give you a head start when creating your own Procedures, offering helpful structure and best-practice guidance.

Public Procedures

Public Procedures are created and shared by other TaskTrain users. These can be copied into your own Portfolio and customized to meet the needs of your organization.

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