Skip to main content

Task

A task is anything from a practical to theoretical activity. If you want, it can be status tracked, but it's not always necessary.

The task can have a Doer and or Responsible assigned to it, as well.

workflow_design_steps_task_insert

Define the task by entering the desired description in the Add Task Steps dialog:

workflow_design_steps_task

The following settings are available in Tasks:

Setting

Description

Description

Change object for the selected step(s).

Status Tracking

Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.

Due date

Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).

Step Instruction

Insert a step instruction.

Was this article helpful?

We're sorry to hear that.