Basic Concepts

Overview: Create and Assign Procedures
Updated 1 day ago

Document Work Instructions with Procedures

The heart of TaskTrain is the Procedure, a step-by-step outline of work instructions with optional Resources at each individual Step.

Procedure with numbered Steps and a Step's embedded Resource visible in the detail pane

Add Resources to Procedures

Add detailed Resources to work instructions so employees have the just-in-time information they need to do Tasks right the first time, every time.

You can add Resources in three ways: Embed formatted text, Attach documents, or Link webpages. You can also Reuse a Resource you’ve created earlier by connecting it from one Procedure or Step to another.

Procedure showing all three Resource types: Linked, Attached, and Embedded

Turn Procedures into Assignments

Each time work related to a Procedure arises, an Assignment may be created from that Procedure and then assigned to one or more Members of the Organization. Each Step of the Procedure becomes a Task on the Assignment, with its own completion state.

Assignment with Tasks at varying completion states and the Assignment detail pane

Related Articles

Overview

  1. Key Terms
  2. Procedures and Assignments
  3. Assignments Overview

Step-by-Step

  1. Create a Procedure
  2. Assign Procedures
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