💡 You can add a task into a process (if standard requirement) or in a live application if specific to an end-user
Option 1. Simple task
Here is how to add a simple task to your process:
Go to Resources>Processes
Select the process you're working on
Click on the Add New steps blue button and select the task to complete module
Name your task, add instructions if any and confirm
Option 2. Embedded task (Video or Appointment booking)
Here is how to add an embedded task to your process:
Go to Resources>Processes
Select the process you're working on
Click on the Add New steps blue button and select the task to be completed module
Name your task (Eg. Please watch this video)
Select in the dropdown the Embedded task
Add your video or appointment booking module HTML code
Add instructions if any and confirm
Option 3. Online or Link task (Redirect to another website)
Here is how to add an online task to your process:
Go to Resources>Processes
Select the process you're working on
Click on the Add New steps blue button and select the task to be completed module
Name your task (Eg. Please register your company)
Select in the dropdown the Link task
Add the URL of the destination website
Add instructions if any and confirm
Available options when adding a task to your process
Field Name | Description |
Name | The name of the task will allow people to understand what needs to be done (Eg. Please watch this video) |
Type | Which type of task will this be? a simple, embedded or link task? |
Button text | This is the text showing on the button of the task |
Instructions | This is a text that will show on top of the task |
Tooltip | This is a text that will show when end-users mouse over the related step (being to complete a task) while on the checklist |
Approval | This defines which status you want to show once the step is completed (Pending review or approved) knowing that an approved task cannot be redone |
Required | Whether this step is mandatory or optional |
Visible to end-user | Is this a task that end-users need to complete? Otherwise you can hide it, so only your team will see it and complete it |
Dropdown options | Select where in your checklist you want to add this task |
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