Portfolio Administrators and Leads may create Procedures. You can start from scratch, convert an existing document, or have TaskTrain's AI interview you and draft the Procedure.
- In the Navigation pane, press the Portfolio that will hold the Procedure, in the Portfolios panel of your Organization.
- Choose how to create the Procedure from the Create button in the list pane header. Press the button itself to create a blank Procedure, or press its arrow to see all three options:
- Create blank Procedure: compose the Procedure step by step in TaskTrain.
- Convert From Document…: convert an existing outline-formatted document.
- Generate with AI…: answer an interview and let AI draft the Procedure. See Generate a Procedure with SOP Savant. This option requires a paid subscription.
Create a blank Procedure
- Select Create blank Procedure.
- Enter a concise, descriptive name for the Procedure in the field that appears, then press Enter.
The new Procedure is created as a Draft, and its Step list opens so that you can add Steps. You can also update the Procedure's info in the detail pane.
Convert a document
- Select Convert From Document… to open the Create Procedure From Document Outline dialog.
- Paste or type the Procedure into the editor, or press Import to import a file from Google Drive.
- Text styled as Heading 1–4, and numbered or bulleted list items, become Procedure Steps. Their level sets the Step nesting.
- Text between those Steps becomes detail text.
- Press Create.
- If the document uses both headings and lists, choose how to convert it in the "Treat Both Headings and List Items as Steps?" prompt: press Both to make Steps from both, or press Headings Only to make Steps from headings only.
Related Articles
Overview
Step-by-Step
