The Exchange is where TaskTrain shares ready-made Procedures. Its Examples are sample Procedures written and curated by TaskTrain, covering common work such as onboarding, exit interviews, and safety training. Copy any of them into one of your Portfolios and customize it, rather than starting from a blank page.
Open the Exchange
At the bottom of the Navigation pane, open the Exchange panel and select Examples.
The list pane shows each Example's image, name, objective, and categories.
Browse the Examples
- Switch between the list and grid views with the buttons at the left of the list header.
- Search by name, objective, description, or Step detail, or filter by category. See Filter or Search the Exchange.
- Press an Example to see its Steps. Its Guide tab explains the Procedure, often with customization instructions, and its Info tab shows its description and categories.
Use an Example
When you find one that fits, press Copy & Customize… to copy it into a Portfolio in your Organization, then tailor it to how your Organization works. See Copy & Customize an Exchange Procedure.
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