Help is always at hand from the Help button at the bottom of the Navigation pane: chat with TaskTrain support, take a guided tour of the app, or search this Help Center.
Chat with support
Press Help and choose Support Chat … to open a live chat with the TaskTrain team. When support has replied and you haven't read it yet, the Help button blinks.
Take a Welcome Tour
The first time you use TaskTrain, the Welcome aboard! tour menu opens on its own. To open it again at any time, press Help and choose Welcome Tour ….
- If you belong to more than one Organization, choose the one to tour, so the tour can show your own Portfolios and Procedures.
- Under "What would you like to learn?", choose a tour. The tours offered depend on your Workspace Access:
- TaskTrain Overview: how you define, assign, and track work.
- Getting Around: the panes, the breadcrumb, and the Navigation pane's panels.
- Understanding Member Access: Workspace Access and Portfolio Access.
- Organizing with Portfolios: creating a Portfolio and giving members access. For Administrators and Leads.
- Defining Procedures: creating a Procedure and building its Steps. For all but Guests.
- Assigning Work: starting an Assignment and assigning your team.
- Tracking & Completing Tasks: your Inbox, Completion Status, and Comment Threads.
- Collaborating with Your Team: inviting new members to your Organization. For Administrators.
- Press Next and Back to move through a tour, and Tour Menu at the end to return to the menu. Finished tours are checked.
Press Close Tours to close the menu, or Skip Tours to stop it opening on its own.
Search the Help Center
Press Help and choose Help Center … to open this Help Center in a new browser tab.
Keep up with TaskTrain news
Press Home at the start of the breadcrumb to open the Dashboard. It shows TaskTrain Announcements, Dispatch News, and Releases; press Show More Articles for older ones.
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Overview
