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Virtual team workflow
out of whack?

Tame team task coordination by integrating your standard operating procedures into everyday workflow as actionable assignments.

Tame team task coordination by integrating your standard operating procedures into everyday workflow as actionable assignments.

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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.

Multilevel Checklist-Based Procedures
Task-Level Assignment 2

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.

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.

Multimedia Procedure Content
Task-Level Comment Threads

Task-Level Comment Threads

Collaborate—in context

Facilitate team communication & task completion with assignment- & task-level threaded discussions supporting formatted text & file attachments.

Multiple Task Status Levels

Because work isn’t just “done” or “not done”

Track assignment completion progress in detail using 5 task status levels: Not Started, In Progress, Blocked, Skipped, & Completed.

Multiple Task Status Levels
Zapier app integrations

2000+ Application Integrations

Automate your operations

Schedule and assign recurring workflows and update your other apps automatically.

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Your Business On Rails

Reap the rewards of efficient, error-free process execution.

Easy Workflow Documentation

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

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

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

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

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

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

Auditable Procedure Compliance

Document procedure compliance automatically with the history of completed assignments and its detailed task-level activity log.

Increase Customer Satisfaction

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

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.

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