💡 A task to be completed can be added as an onboarding step to your checklists. Whether in a process (standard requirement captured before launching your flow) or in a live application (once the flow has started with a specific end-user).

Here is how to add a simple task to your process:

Here is how to add an embedded task to your process:

Here is how to add an online task to your process:

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 online 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 is about 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