Screen Layout
On large displays, TaskTrain has three panes: the Navigation pane on the left, the List pane in the middle, and the Detail pane on the right. Drag the splitters between panes to resize them.
Navigation Pane
From top to bottom, the Navigation pane contains:
- the User menu, for your own profile and sign-in
- a collapsible panel for each Organization you belong to
- the Exchange, with example Procedures you can copy
- the Help and About menus
User Menu
Press your name at the top of the Navigation pane to open the User menu:
- My Profile: view or update your User profile, password, and sign-in.
- Create Organization: add a new Organization with separate members. See Create an Organization.
- Install TaskTrain …: install TaskTrain as an app, when your browser supports it. See Installing TaskTrain.
- Sign Out: end your session.
Organization Panels
Each Organization you belong to has a collapsible panel. Press the Organization's name to open or close it. Press its Manage button (gear) to see the Organization's details. Each Organization panel holds three panels of its own:
- Inboxes: your Assignments and the Comments on them. A badge shows how many have unread updates.
- Portfolios: the Portfolios you created or that others in the Organization shared with you. Together, they are your Library. Press Published Procedures to see every Published Procedure you can access, or press a Portfolio to see its Procedures. Use the buttons in the panel header to show all of the Organization's Portfolios instead of only yours, or to create a Portfolio.
- Organization: the Organization's Positions, People, and Catalog. Guests see these disabled.
Exchange
The Exchange sits near the bottom of the Navigation pane. It holds example Procedures from TaskTrain that you can copy into your own Portfolios. See Exchange Overview.
Help and About Menus
The Help menu at the bottom of the Navigation pane opens Support Chat …, a Welcome Tour …, or this Help Center …. See Get Help & Take a Welcome Tour. The About menu shows your TaskTrain version and links to the TaskTrain website, the Privacy Policy, the Terms of Service, and Integrations….
List Pane
The List pane shows what you select in the Navigation pane. Select a Portfolio to list its Procedures, or select your Assignments Inbox to list your Assignments. The buttons in the List pane header filter, search, sort, and create items. When viewing a Portfolio, you can also switch between its Procedures and its Assignments, and between a List and a Grid view.
Detail Pane
The Detail pane shows information and actions for the item selected in the List pane, arranged in tabs. For example, when a Procedure is selected, its tabs include Info, Guide, Actions, Fields, Roles, Triggers, Assignment Summary, and Activity. Tabs you are not allowed to use are shown disabled, with a tooltip that explains why.
Breadcrumb Navigation
The breadcrumb along the top of the List and Detail panes shows where you are and lets you move back up. Press the Home button at its left to see your Dashboard of announcements, news, and TaskTrain releases.
Keyboard Shortcuts
Use these shortcuts to add or rearrange Procedure Steps quickly. Reminders appear below the Steps in the List pane.
- Shift+Enter: add a Step
- Ctrl+Enter or Cmd+Enter: add a Substep
- Ctrl+↑ / Ctrl+↓ or Cmd+↑ / Cmd+↓: move up or down
- Ctrl+← / Ctrl+→ or Cmd+← / Cmd+→: promote or demote
Responsive Layouts
On tablets and phones, TaskTrain shows one pane at a time. Use these buttons to move between panes:
- Menu button: open the Navigation pane.
- Back button: return to the previous level.
- Expand button: see the full breadcrumb of your current location.
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Overview
Step-by-Step
