How to add a Task to be completed to your Process

Support

April 08, 2021 12:30
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

Capture_d_e_cran_2021-04-08_a__14.04.49.png

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)

2021-04-08_14.15.51.gif

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

Comments

0 comments

Please sign in to leave a comment.