Filter or Search the Exchange

How to Filter and Search the Exchange to find what you're looking for
Written by Keith Gillette
Updated 1 day ago

Searching and Filtering in the Exchange

The Exchange allows you to browse procedures created by TaskTrain or shared by other users. You can search or filter to quickly find the procedures you need.

Accessing the Exchange

  1. Navigate to the Exchange Menu and choose either Examples or Public.

    • Examples are created by TaskTrain.

    • Public procedures are created and shared by other TaskTrain users.

Search

  1. Select the Search bar at the top of the Exchange.

  2. Type your search term.

  3. From the results, select the procedure that best fits your needs and copy it to the appropriate Portfolio.

Filter

  1. Select the Filter icon at the top of the Exchange to open the Filter Menu.

  2. Choose the filters you want from any category to narrow down the list of procedures.

Related Articles

Exchange 

Exchange Overview

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