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How to add a Task to be completed to your Process

Support
  • Updated
ⓘ  You can add a task into a process (if standard requirement) or in an live application if specific to an end-user

 

Option 1. Simple task

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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 be complete module
  • Name your task, add instructions if any and confirm

Option 2. Embedded task (Video or Appointment booking)

Capture_d_e_cran_2021-04-08_a__14.08.26.png

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 task (Redirect to another website)

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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 Online task
  • Add the URL of the destination website
  • Add instructions if any and confirm

Available options when adding a task into your process

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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

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