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Using Tasks, Forms and Cases to Execute Activities and Processes

Using Tasks, Forms and Cases to Execute Activities and Processes

How you use recurring tasks, forms and case flows to ensure that work is done, logged and monitored.

Søren Pommer avatar Peter Olsen avatar Katarina Tökölyova avatar
8 articles in this collection
Written by Søren Pommer, Peter Olsen, and Katarina Tökölyova
Setting up scheduled and case based tasks

Adding tasks to activities

This shows you how to add and manage tasks in any activity in any process in Gluu. Tasks can be completed via a browser or mobile apps.
Peter Olsen avatar
Written by Peter Olsen
Updated over a week ago

Running processes as case flows

How to create case templates and run variations of your process on demand. This sends the right tasks to the right people at the right time.
Peter Olsen avatar
Written by Peter Olsen
Updated over a week ago

Creating forms to distribute with tasks

How to make your paper forms digital and publish them for distribution with tasks to the right role at the right time.
Søren Pommer avatar
Written by Søren Pommer
Updated over a week ago

Set custom, standard case name formats

Need to ensure consistent case names? Then use this feature to ensure that everyone follows the same standard for naming new cases.
Peter Olsen avatar
Written by Peter Olsen
Updated over a week ago
Working with tasks and forms

Seeing, starting, and completing tasks

How users see tasks, set them as 'in progress', completed and ensure they are logged with name, comment, place and time for easy reporting.
Søren Pommer avatar
Written by Søren Pommer
Updated over a week ago

Advanced filtering of activities, tasks and cases

Any user can filter through activities, tasks and cases to quickly find detailed data.
Katarina Tökölyova avatar
Written by Katarina Tökölyova
Updated over a week ago

Using Gluu's Android and iOS apps

Access work instructions, complete tasks and registrations and capture issues and ideas on the road, the factory floor or building site.
Peter Olsen avatar
Written by Peter Olsen
Updated over a week ago
Creating task reports

Reporting on recurring, time scheduled tasks

Gluu logs all tasks for easy printing and export. This is useful for audits, analysis and exporting to other systems.
Søren Pommer avatar
Written by Søren Pommer
Updated over a week ago