💡 You can add a task into a process (if standard requirement) or in a live application if specific to an end-user
Option 1. Simple task
Option 2. Embedded task (Video or Appointment booking)
Option 3. Online or Link task (Redirect to another website)
Available options when adding a task to your process
Field Name | Description |
---|---|
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 link 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 defines 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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