Manual Owners and Managers may create Procedures.

Like this video explanation? Watch more on the Getting Started playlist.

1. Select a Manual to contain the Procedure from the Library of an Organization in the Navigation pane.
   
2. Create a Procedure from scratch in TaskTrain or convert from an existing word processing document:
   1. From existing document:
      1. Select Convert From Document... from the Create button dropdown
         
      2. Copy and Paste the contents of an existing Procedure into the dialog
         
         Ensure that individual steps are tagged with Heading 1-4 styles.
      3. Press the Create button
   2. From scratch:
      1. Press the Create Procedure (+) button in the list pane header.
         
      2. Enter a concise, descriptive name for the Procedure into the field that appears then press Enter/Return.You will immediately be taken to a list view where you can begin to  add an outline of Steps to your draft Procedure. You may also update Procedure information in the details pane.

Related Articles

Overview

1. Procedures Overview
2. Procedure Writing Best Practices

Step-by-Step

1. Update Procedure Details
   
2. Publish a Procedure
   
3. Add Steps & Substeps to a Procedure
   
4. Add Content to a Procedure or Step