Resources Overview

A Resource is explanatory or reference material associated with one or more Procedures or Steps. Resources become viewable as a Guide on the Assignment or Task corresponding to the Procedure or Step to which the Resource is connected.

While each Procedure or Step has only one Detail field to hold explanations or instructions unique to that Procedure or Step, it may have many associated Resources, each of which may be shared/reused among different Steps and Procedures within the same Portfolio.

Resources come in three types:

• Embedded — formatted text entered directly in TaskTrain
• Attached — a document upload such as a PDF, spreadsheet, or audio/video recording
• Linked — a web page URL

Related Articles​

Overview

1. Procedures Overview
2. Procedure Steps Overview
3. Procedure Writing Best Practices

Step-by-Step

1. Add Resources to a Procedure or Step
2. Reuse a Resource
3. Remove a Resource
4. Reorder Resources on a Procedure or Step