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

TaskTrain puts your business “on rails”, ensuring ongoing operations are organized and predictable — increasing efficiency, lowering stress, and improving employee morale.

Keep Your Team on Track

Multi-Level Checklist-Based Procedures

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.

Task-Level Assignment

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

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

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—because work isn’t just “done” or “not done.”

Content Reuse

Avoid duplicating instructions by linking the same work instruction content across multiple steps and procedures.

Keyboard Shortcuts

Create procedure checklists as fast as you can type with keyboard shortcuts for creating steps and substeps.

Team Procedure Manuals

Easily share procedures by grouping them into team-based manuals and organizing them into optional manual sections.

Multiple Access Levels

Control team use of procedures at the manual level with 4 levels of access.

Multiple Workspaces

Set up separate workspaces with separate members to manage procedures for multiple organizations.

Draft Procedures

Prevent procedures from being assigned before they are ready to be published for use.

Multiple Inboxes

Keep on top of all of your assignments and related comment threads with inboxes within each workspace.

Move & Copy Procedures

Easily move or copy procedures between manuals/sections and even workspaces.

Avoid wasting valuable time by documenting your core business processes and integrating them into everyday workflow. When you systematize your business, you put your critical procedures in the hands of the people who need them the most to complete daily assignments—your employees. Efficient, repeatable process execution is the foundation on which to scale your business.


TaskTrain scales with your team across desktop, laptop, tablet, and mobile devices.