In this guide, we'll discuss how tasks work within Workflows.
Adding the task action to a workflow
You can add a collection of tasks to your with the following steps:
After creating a workflow, click Add new action in the top right-hand corner.
Select Assign tasks from the action selection menu.
Name the action. This can be related to the group of tasks that will be linked to this action.
Adding a task name and description
After adding the task action, you can create your first tasks. Each task can have it's own specific name. This should be a concise point about what has to be achieved to completed the task.
Each task can also have its own description for further information - this can be added by clicking details when hovering over the task. This can contain a larger description of what needs to be done, and can include links to third party sources as needed.
Adding a task assignee
Each task has the option to have an Assignee. This is the user that receives the task to complete.
You can dynamically select @Employee (the user assigned to the workflow) or @Manager (the manager of the user assigned to the workflow). Alternatively, you can select a specific user within the organisation, or leave blank and manually assign the task on a case-by-base basis.
Adding a Trigger date
You can set a specific trigger date for each task, so that they will only appear available to the assignee as needed.
The following trigger dates are available to use:
Today (the day the user is added to the workflow)
First working day
Last working day
Probation end date
Custom (a specific date)
You can also dynamically use the Before or After options to further specify the trigger date. For example:
1 week after the employee's first working day.
1 month before the employee's probation end date.
Adding a due date
You can set a due date for each task. This will be the date that the task is expected to be completed. The options for Due date are:
Same as trigger date.
1 day after trigger date.
3 days after trigger date.
1 week after trigger date.
2 weeks after trigger date.
1 month after trigger date.
Custom (a specific date)