Define. Assign. Track.
Document every procedure. Track every assignment. Collaborate on every workflow.
Multilevel Checklist-Based Procedures
Document it once, do it right every time
Standardize recurring organizational workflow 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.
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.
Content Reuse
Up-to-date instructions everywhere
Avoid duplicating effort and keeping multiple versions up-to-date by linking the same work instruction content across multiple steps and procedures.
Publishing Controls
Draft, Publish, Archive
Prevent procedures from being used before they are ready and after they are outdated.
Procedure Portability
Don’t repeat yourself
Easily move or copy procedures and their training content between team manuals and across workspaces.
Flexible Filing
Search, Filter, Find
Categorize procedures by topic keywords, organizational functions, and industry sector for easy searching and filtering.
Secure Sharing
Team procedure manuals
Easily and securely share procedures in team manuals with four levels of member access permissions.
Automated Assignment
Assignments as easy as email
Trigger Assignment workflows manually or via an email address or QR code unique to each 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.
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.
Auditable Activity History
Know exactly who did what, when
Automate your work records with a detailed record of every action taken on every assignment.
Individual Inboxes
Workflow management as easy as e-mail
Keep on top of all of your assignments and related comment threads with filterable, searchable inboxes in each workspace.
Multiple Workspaces
Organized for agencies and consultants
Manage independent workspaces with separate members to coordinate workflow for multiple organizations without switching accounts.
3000+ Application Integrations
Automate your operations
Schedule and assign recurring workflows and update your other apps automatically with our Zapier integration.
TaskTrain scales with your team across desktop, laptop, tablet, and mobile devices.
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