A full-service workflow management solution for your company
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.
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.
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
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.
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
What is this task requesting?
- Which company policy needs updating:
- What documents need to be updated:
- Type of change:
- Additional Notes:
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!
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
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
What is this task requesting?
- Which company policy needs updating:
- What documents need to be updated:
- Type of change:
- Additional Notes:
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:
