Creates a task for an employee in a task list, with a title and text, and can assign it. The workflow continues right away; with the option "task on pause" (coming soon) the workflow waits for approval or rejection.
Ports
| Port | Meaning |
|---|---|
| in | Input |
| out | Fires right after the task is created |
| accepted / rejected | Coming soon, with the task on pause option; these then replace out |
Settings
| Setting | Required | Explanation |
|---|---|---|
| Title | Yes | Variables are allowed, for example "Call #FIRSTNAME# #LASTNAME#" |
| Text | No | Several lines, with simple formatting (Markdown) |
| Task list | Yes | The list the task goes to; create lists under Settings |
| Assign to | No | One or more users; with several users the task is divided at random, always to one person at a time |
Coming soon
- Task on pause (approval task): the workflow waits; the task has the buttons Approve and Reject, each with its own follow-up path and a description of the conditions.
- Accept or reject automatically after x time: if nobody handles the task within the term.
Use
- "Call the customer" after the second reminder without a response.
- "Check the invoice" before a document is made visible.
- Catch failures: after the not sent port of a letter, a task in the list Check address.
Good to know
- For employees, tasks from workflows look the same as tasks from colleagues. See The task overview.
- If a collection order is paid or ends, an open task stays until someone completes or cancels it, except with Switch workflow: then the open tasks of that collection order expire.