‎Create Automated Tasks for Distributed Users

Create Automated Tasks for Distributed Users

Updated

6 months ago

Powered by Workflow Engine and Rule Engine, you can create tasks for users to recommend the next best action to take. Tasks can be programmed, for example, tasks created as part of user onboarding journey, such as, to add social accounts, download mobile app, etc; or they can be trigger-based such as product purchases, product refills required, cart abandonment, etc. With custom call-to-actions on the tasks, you can easily direct users on how to accomplish them. Users can be awarded points using gamification in order to incentivize them to complete the tasks.

Before You Begin

It will be beneficial if you make yourself familiar with the following topics:

To Create Task Workflows

Click the New Tab icon . Under the Governance Console tab, click Workflow Engine within Collaborate.
Click Create New Workflow in the top right corner.
Add a suitable Workflow Name.
Select User under Apply this workflow on.
Under Select Workspaces to share with, select the preferred workspaces.
Select user(s) or user group(s) under Select User / User groups.
Click Add in the bottom right corner.
Create the workflow using the available options. Make sure you end the workflow using the End option. To know about options in workflow creation, see Task Workflow Components — Field Descriptions
Click Save & Deploy in the bottom right corner.

To Create Task Signals, Set Gamification Points, and Stopwatch

Task signals help you complete the task automatically when the required task is completed. For instance, if there is a task to publish a message, it would be automatically completed when the message is published.

To Create Task Signal

Go to the Workflow you have created. To know how to create Task Workflows, see To Create Task Workflows.
Double click on the task that you want to set signal for. Click the “wifi” icon
Enter Signal name in the pop up window.
Enter Category Key and Values.
Click Save.

To Set Gamification Points

After you have created the task or task signal, click the “+” icon
Select Gamification.
In the Select Gamification Activity box enter the Activity Name, and set Points.
Click Save.

Set Stopwatch to Make Task Automatically Expire

Double click on the task that you want to set signal for. Click the 'watch' icon
In the pop up box, set the stopwatch, after which the task will expire automatically.
Click Save.

To Create Task Execution Rules

After you have created the task workflow, it has to be implemented by using Rule Engine. To learn how to create Rules using Rule Engine, see Create A Rule.

Task Workflow Components — Field Descriptions

Term	Description
Service Task	Select this option to initiate automated tasks.
User Task	Select this option to assign manual tasks.
Set Fields	Select to assign values to fields.
Set Milestone	Select to establish or set a phase or checkpoint for a workflow.
Decision Box	It denotes when a decision needs to be made within a Workflow. By configuring the decision paths, you can set conditions that the system will check, and route the Workflow accordingly.
Stopwatch	Pauses workflow for an interval and then proceeds.
Sub Workflow	Select to initiate another predefined Workflow.
Splitter	Select to create separate workflow branches.
Merger	Select to rejoin or merge workflow branches.
End	Select to mark the end of the workflow. This is a mandatory component for any workflow.