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How to add internal tasks to a process

Updated this week

When managing an application, you or your team members may need to go through a checklist of items that must be reviewed or completed as part of your standard operating processes.

Quick example:

  • Send client's payslips to Compliance department

  • Verify ID Number with CRM data

  • Print and file Client's business certificate

These actions, which must be performed by you or your team, can be tracked using Clustdoc's Tasks feature in two different ways:

1. Attaching an internal to-do to an application

You can create tasks that apply to the entire application. These are useful for tracking cross-functional actions to be completed throughout the process. They can be assigned, given a due date, and monitored.

When you click on a task, you’ll access three tabs:

  • Description – to outline the purpose or details of the task

  • Notes – to leave internal comments related to the application

  • Activities – to track any updates made to the application

To create a global task, go to the Tasks section of your process.

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2. Attaching an internal to-do to a specific step of your checklist

You can also explicitly list the tasks that need to be completed by you or your team for a specific step of your onboarding checklist. These tasks can also be assigned, scheduled, and monitored.

They will appear in the Tasks section of the file and also include the three tabs:

  • Description – to outline the purpose or details of the task

  • Notes – to add internal comments related to the checklist item

  • Activities – to track any changes made to the application

To create a new task linked to a checklist step:

  • Go to your process

  • Scroll to the related step

  • Click on the 'Edit' button, then open the 'Tasks' tab

  • Add your list of tasks

Checking and completing a task on your checklist steps

Once you've listed your various tasks, your team will be able to mark them as completed while reviewing the submitted information by going to the “Tasks” tab of an application.

What is the difference between the statuses and the todos?

The steps todos (covered in this article) are mostly tasks or operating procedures related to a step.

E.g :

  • Approved by John

  • Reviewed by Mona

The steps statuses (see this article) allow you to list chronological steps that must occur on your checklist steps. They allow you to understand where you stand in the process for a given step.

E.g :

  • Pending X team review

  • Audit started

Of course, you can use these features like you'd want to, this is just a few tips to help you understand how they usually work.

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