Define. Assign. Track.

Document every procedure. Track every assignment.
Collaborate on every workflow.

DEFINE

Document your SOPs once, in a form humans and AI both understand.

Intelligent Interview (SOP Savant)

Authoring a procedure no longer means staring at a blank form. Tell TaskTrain what your team does — or upload an existing document — and it interviews you to draw out scope, inputs, outputs, controls, and the steps themselves. It identifies the roles involved, generates a structured step list, and files the procedure for you. You review and refine instead of starting from scratch. The result is a complete, well-organized SOP your team can follow and your AI tools can execute — produced in a fraction of the time.

Clear, consistent step language

As you write, TaskTrain guides you toward a consistent strength of obligation in each step, flagging vague or hedging language and suggesting clearer wording. The payoff: your team and the AI tools they work with read every step the same way, with no ambiguity about what’s required versus optional.

Multilevel Checklist-Based Procedures

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.

Instant Procedure Import

Are your procedures lying dormant as static word processing documents? Paste them into TaskTrain for instant conversion & immediate integration into team workflow.

Multimedia Resources

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.

Guide tab Reusable Resources

Reusable Resources

Avoid duplicating effort and keeping multiple versions up-to-date by linking the same work instruction content across multiple steps and procedures.

Flexible Filing

Categorize procedures by topic keywords, organizational functions, and industry sector for easy searching and filtering.

Secure Sharing

Easily and securely share procedures in team portfolios with four levels of member access permissions.

Publishing Controls

Prevent procedures from being used before they are ready and after they are outdated.

Procedure Portability

Easily move or copy procedures and their training content between team portfolios and across workspaces.

Multiple Workspaces

Manage independent workspaces with separate members to coordinate workflow for multiple organizations without switching accounts.

ASSIGN

Get every actionable assignment to the right person — or the right position — automatically.

Organization Positions

Assign work to positions on your organization chart, not just to individuals. Each step belongs to a position; whoever holds that position gets the work. When someone is promoted, rotates onto a project, or covers for a colleague, you update the position once and every related assignment follows automatically — no hunting through procedures to reassign tasks by hand. Your organization chart becomes the single source of truth for who is accountable for what.

Task-Level Assignment

Assign individual steps, not just whole procedures. Ownership is explicit at every level, and assignment now flows through positions on your organization chart so the right person is always in the loop.

Automated Assignment

Trigger Assignment workflows manually or via an email address or QR code unique to each Procedure.

TRACK

Execute the same SOP as actionable assignments for your team — or specs for your AI tools.

AI-format exports

Every procedure exports in one click to the formats AI tools and agent frameworks consume natively: Claude, MCP, Strands SOP, JSON, and YAML. Position and role assignments are included in the export, so the structure your team follows is the same structure your AI tools receive. There’s no separate “AI version” to maintain — the export is your canonical SOP, rendered in the format the tool needs.

Task-Level Comment Threads

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

Multiple Task Status Levels

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

Auditable Activity History

Automate your work records with a detailed record of every action taken on every assignment.

Individual Inboxes

Keep on top of all of your assignments and related comment threads with filterable, searchable inboxes in each workspace.

See TaskTrain in Action

Take a Quick Tour

Application Integrations 3000+

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.

Avoid wasting valuable time. Document your core business processes and integrate them into everyday workflow with TaskTrain. Efficient, repeatable process execution is the foundation on which to scale your business.
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