Systematization Made Simple
Our simply powerful features make process management easy.
Multilevel Checklist-Based Procedures
Document it once, do it right every time
TaskTrain enables you to standardize recurring organizational workflows by creating checklist templates with substeps nested up to 4 levels deep. If you can write an outline, you can document a standard operating procedure.
Task-Level Assignment
No more “dropped balls”
Coordinate team accountability by assigning each step of your procedure to the appropriate team member as a separate task, each with its own start and due date.
Instant Procedure Import
Easily integrate existing documentation
Are your procedures lying dormant as static word processing documents? Paste them into TaskTrain for instant conversion & immediate integration into team workflow.
Multimedia Procedure Content
When a movie is worth a million words
Deliver or reinforce training when & where it’s needed by providing detailed work instructions as formatted text, pictures, videos, or attached documents at each procedure step.
Task-Level Comment Threads
Collaborate—in context
Facilitate team communication & task completion with assignment- & task-level threaded discussions supporting formatted text & file attachments.
3000+ Application Integrations
Automate your operations
Schedule and assign recurring workflows and update your other apps automatically with our Zapier integration.
Your Business on Rails
Reap the rewards of efficient, error-free process execution.
Easy Workflow Documentation
Define standard operating procedures by creating simple, multi-level checklist templates. Add detailed, multi-media work instructions/training materials at each step.
Scale Your Business
Ensure consistent process compliance, eliminating avoidable errors, increasing efficiency, thereby saving time and money and removing bottlenecks to growth, allowing your business to scale smoothly.
Team Task Coordination
Assign a procedure or any step to any teammate & instantly see status & responsibility of open assignments & tasks. Avoid “dropped balls” in the human hand-offs between steps in a process.
Instant Job Tracking
Track work orders, support cases, care plans, & other service requests easily. Instantly see who’s doing what down to the task level.
Save Time & Money
Avoidable errors, inefficient processes, and inconsistent execution cost time and money, compounding losses each time they occur in routine work. Improve your bottom line by eliminating these unnecessary drags on your operations.
Just-In-Time Training
Deliver or reinforce training when & where it’s needed by providing detailed work instructions as formatted text, pictures, videos, or attached documents at each step.
Auditable Procedure Compliance
Document procedure compliance automatically with the history of completed assignments and its detailed task-level activity log.
Increase Customer Satisfaction
Customers suffer from avoidable errors, inconsistent execution, and inefficient business processes. TaskTrain allows you to maximize customer satisfaction by systematizing your operations and ensuring consistent service delivery.
Secure Documentation Sharing
Organize workflow documentation into team-based procedure manuals with 4 levels of access control. Easily move or copy procedures between different manuals and even different organizations with separate user accounts.
.