Define Tasks in Workflow

Articles

(7)
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Assign task to a Specific User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

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Set up an Approval Process in Workflow

Approval Tasks are used to define the direction of the process/workflow. If the task is approved, then the workflow can progress. But if the task gets rejected, then some of the tasks will need to be redone until we reach the desired state. This structure is achieved in the workflow using Approval T

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

SH
Assign task to an External User

Tasks can be assigned to only a single user. Organizations have various ways to define their assignee for these tasks. Some brands have a predefined user for these tasks. Others select the user on the go. Also, a few brands even let an external person interact with workflow tasks. In this article, y

Task

Workflow Engine

Knowledge Base Article

 • 

Define Tasks in Workflow

SH
Assign task to a Group of Users

Tasks can be assigned to a specific user, a group of users or an external user. In this article you can understand how to assign a task to a group of users. Although the task is assigned to only one user, defining task queues as a part of the task allows the users belonging to the task queue to take

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

SH
Assign task to the owner / user defined in a Custom Field

Tasks can be assigned to only a single user, a user in a custom field or an external user. Organizations have various ways to define the assignee for these tasks. Some brands have a predefined user for these tasks, while others select the user on the go. For the brands that want to define the users

Task

Workflow Engine

Knowledge Base Article

 • 

Define Tasks in Workflow

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Define the Task Due date

Understand the various ways in which you can define your task due dates while defining your user tasks.To define your task due date When you are in the Workflow Engine editor, click the Addition icon and select User Task from the Workflow Option menu. After you define various aspects of the user t

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

SH
Task updates for users other than the Assignee - Subscribers

Define subscribers while setting up a task, as the subscribers get notified regarding the task generation and task updates such as status change, due date changes, etc. The subscribers are also notified via email. But the Subscribers cannot take actions on the task on behalf of the assignee, unless

Task

Workflow Engine

Knowledge Base Article

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Define Tasks in Workflow

Workflow Management

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Flow Actions

Workflow Management

Notifications

Task Management

Workflow Actions

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Define Tasks in Workflow

Advanced Task

Task Notifications

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Automate your Workflow

Getting Started with Tasks

Troubleshooting & FAQs

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