Basic Concepts

Overview: Create and Assign Procedures
Written by Keith Gillette
Updated 2 months ago

Document Work Instructions with Procedures

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

Add Content to Procedures

Add detailed Help Content 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 Help Content in 3 different ways: Embed text, attach documents, or link webpages. You can also re-use help Content you’ve created earlier by copying it from one Procedure or Assignment to another.

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

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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