‎Create a User Task in a Workflow

Create a User Task in a Workflow

Updated

2 hours ago

Create user tasks to assign and manage various tasks for an entity. User Tasks assign tasks to users, user groups, or task queues to be completed while Service Tasks initiate automated tasks. In this guide, we will go over how to create User Tasks within a Workflow.

To Create a User Task

The 'Assigned To' of task(s) initiated using a Workflow, can be changed based on the change in the user in the custom field value of the entity on which the Workflow is triggered (Campaign / Sub-Campaign / Message / Asset / Request). For all the available and future tasks which have an assignee defined in a custom field and are initiated via a workflow - the 'Assigned To' will be dynamically updated and will fetch the latest value defined in the custom field of that entity.

When you are in the Workflow Engine editor, click the Addition icon and select User Task from the Workflow Option menu.
Enter User Task details and click Save.

User Task — Field Descriptions

Term	Description
Task Details
Task Label	Enter a name for the task. This will be the name of that task throughout the platform.
Description	Enter more in depth task details by adding a description.
Task Type	Select the action you want the system to perform. The options vary based on the Entity Selected when creating your Workflow. In this example, we're asking the assignee to add copy to the Campaign Brief, so we will select Copy Task.
Assigned To
Selected User	Selected User - Select an individual user to complete the task. Add Task in Team Queues - Select a Task Queue you want to assign the task to. Assigning a task to a queue allows any user to pick up the task depending on their availability.
User Defined In	User Defined In - Select a Custom Field. Add Task in Team Queues - Select a Task Queue you want to assign the task to. Assigning a task to a queue allows any user to pick up the task depending on their availability.
Task Due	Before - Select time and value from the dropdowns to set a due date for your task. You can select period from Seconds, Minutes, Hours, Days, Weeks, Months, and Years. On selecting Days, you can select specific weekdays you want the tasks to be due on. After - Select time and value from the dropdowns to set a due date for your task. You can select period from Seconds, Minutes, Hours, Days, Weeks, Months, and Years. On selecting Days, you can select specific weekdays you want the tasks to be due on. On a Specific Date - Select a specific date and time you want the task to be due on.
Subscribers
Subscribers	Add task subscribers to be notified when the task is assigned. Subscribers are not responsible for completing the task.
Properties
Properties	Define any additional properties. These properties are Custom Fields created in the platform's settings.
Actions
Cancel	Close the window and do not save the contents of the User Task
Save	Save the task.