How to add a Task to complete to your checklist – Clustdoc

💡 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

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

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

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

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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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