Procedures
The heart of TaskTrain is the Procedure: step-by-step work instructions for your standard operating procedures, written once and worked many times as Assignments.
Steps
A Procedure Step is a distinct, individually trackable work instruction. Steps can be nested up to four levels deep, breaking complex work into parts that are easy to follow, track, and audit. See Procedure Steps Overview.
Resources
A Resource is an explanatory reference connected to a Procedure or Step, shown on the Guide of every Assignment or Task made from it. See Resources Overview.
What else a Procedure can say
- Who does the work: Roles and Default Assignees, and Approval Steps that need sign-off.
- What the work takes in and produces: Fields, and Materials & Tools.
- When the work is ready and done: Entry & Exit Criteria.
- How it connects: Related Procedures, and Triggers that start it.
Draft, Published, and Archived
A new Procedure is a Draft. Publish it to make it available for assignment, and archive it when it's no longer used. Published Procedures in the Navigation pane lists the Published Procedures in every Portfolio you can access.
Related Articles
Overview
Step-by-Step
