Task

Selecting adds a manual task that moves the process along. After dragging to the canvas, complete the following information in the Task Properties pane.

Enter the name of the task.
For the duration, enter the maximum number of hours, days, or weeks needed to complete the task.
Select a task from the Integrated Tasks list if applicable. Select an option in the Integrated Task Entity list. Select Integrated Tasks for Help information.
Select an assignment. Selecting an assignment allows a user to remain with the process for all tasks assigned to the role. Select Queue to assign the task to the next user in the selected role. Select Least Busy to assign the task a user in the selected role who has the least amount of tasks in their queue.
Select an option in the Roles list.
Select Allow partial completion of the task if applicable.
Select Select under Required Data. Select a category in blue font. Hover over a data item in black font and select to add a data item. Select Done when finished adding data items.
- Data points appear in the order they are added. The Data Card preview is automatically updated as data points are added.
- To delete a data point, hover over the data point and select the. To move a data point up or down in the list, hover over the data point and select or .
Select Select under Required Documents. Select a category in blue font. Hover over a data item in black font and select to add a document. Select Done when finished adding documents.
Select Add to Library to save the task to the Data Cards library for reuse later.

Note: Messages display in red font if information is missing in the Task Properties pane.