You can have stakeholders complete one or several tasks through the portal. Learn more about how to create and add tasks to your processes.
Different types of tasks
Type | Description |
Simple task - Offline | Visit our office in Malibu to get your certificate |
Digital task - Online | Go to our website and take the test |
Embedded task - Online | Book an appointment (Calendly script) or Watch a video (Youtube video script) |
Below, you'll find an example of an embedded task (inviting an end-user to watch a presentation video during onboarding):
Let's create a task
Go to one of your processes (or applications if the task is specific to an application or stakeholder)
Click on the blue button 'Add New steps'
Select the item called 'Task to complete'
Name the task, Eg. Please complete this action and choose the type of task (Simple, Link or Embedded) Below is a screenshot on how to create embedded tasks.
Update the button text and add a URL (if online)
Click on the 'Instructions' and 'Description' to add your content and validate
