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Task Demo

Task Management

When a new task is started it will show up on the assigned persons to do list. From there they can access the task and see the requirements and begin completing the work that it asks for.

New Task: Policy Update

Task Request

The task request step is completed by whoever started the task. Here you will find instructions outlining what the task is asking for and all the information needed to complete the remaining steps.

Policy Update Request
Completed: 6/8/2015 8:22 AM By: John Doe

What is this task requesting?

  • What is being requested: Company Policy Update
  • When should it be completed: 6/12/2016
  • Who will work on this: Sam Smith
  • Additional requirements: Update print materials
  • Other information to help complete the task: Consult new OSHA guidelines
Policy and Print Information

Completing a task step

Click the "complete step" button to expand this steps task form and fill in the required information.

Enter information to complete this step

Filling out the Task Form

The Task form is provided when the assigned user has clicked the complete step button. Each task form has a unique set of information that it requires to complete the step. The task form is constructed in the process designer and can consist of a fully customizable range of input options.

Advancing a task

When all required information has been added to a task step it is ready to move on to the next step. The bottom controls allow the user to complete their portion of a task and send it forward to the next person in the process.

Next step
New task: Assignments and Options
Policy Update Request
Completed: 6/8/2015 8:22 AM By: John Doe

What is this task requesting?

  • What is being requested: Company Policy Update
  • When should it be completed: 6/12/2016
  • Who will work on this: Sam Smith
  • Additional requirements: Update print materials
  • Other information to help complete the task: Consult new OSHA guidelines

Task Steps

Each task consists of several steps and each step appears in the order that they were completed

Policy and Print Information
By: Sam Smith

What is this task requesting?

  • Which company policy needs updating:
  • What documents need to be updated:

  • Type of change:
  • Additional Notes:
Assignments and Options

Enter information to complete this step

Sending a task back

If something has been forgotten or needs to be redone, the task can be sent back to the previous step.

Task Complete Send back

Task Complete!

And that's how it's done! Once a task is finished it will be stored for easy access if it ever needs to be revisited or reviewed.

Want to see more task examples? Go to Use Cases to see different tasks in action

New task: Finish Task
Policy Update Request
Completed: 6/8/2015 8:22 AM By: John Doe

What is this task requesting?

  • What is being requested: Company Policy Update
  • When should it be completed: 6/12/2016
  • Who will work on this: Sam Smith
  • Additional requirements: Update print materials
  • Other information to help complete the task: Consult new OSHA guidelines
Policy and Print Information
Completed: 6/8/2015 8:22 AM By: John Doe

What is this task requesting?

  • Which company policy needs updating:
  • What documents need to be updated:

  • Type of change:
  • Additional Notes:
Assignments and Options
Completed: 6/8/2015 8:22 AM By: John Doe

Step Information

Each step displays details on when the step was completed and who completed it.

What is this task requesting?

  • Which company policy needs updating:
  • What documents need to be updated:

  • Type of change:
  • Additional Notes:
Assignments and Options

Enter information to complete this step

Task Complete Send back

Task Complete!

And that's how it's done! Once a task is finished it will be stored for easy access if it ever needs to be revisited or reviewed.

Want to see more task examples? Go to Use Cases to see different tasks in action

“They are basically taking our standard processes and the forms and documents we’ve used for years, and they’re putting them into an electronic workflow program. On our end, the new processes are relatively similar to what our sales guys and management have been using for years, but instead of handwriting these tasks on paper, they’re part of an organized system that ensures that we’re not missing things anymore. The reaction from our staff has been that this is huge for our business, and something that we’ve needed for a long time.”

- Danial Hahn,
Used equipment Manager at Arnold Machinery Company

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