ⓘ 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
Option 2. Embedded task (Video or Appointment booking)
Option 3. Online task (Redirect to another website)
Available options when adding a task into 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
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