Task

Task – this is an assignment that’s part of the workflow.

There are three types of tasks:

• risk and consequence analysis tasks – used for planning the workflow;
• approval tasks – used for gathering necessary approvals;
• implementation tasks – used for completing various stages of the implementation plan;
• automation tasks – used for fully automated tasks.

You can combine tasks to form a workflow. The workflow automatically assigns subsequent tasks after the successful completion of previous ones.

Only someone with the workflow manager role in the space can manually add tasks to a workflow that belongs to this space.

A task can be marked as urgent by any specialist who has access to it. The “Mark as Urgent” option is available in the action menu. If you mark a task as urgent, it will appear at the top of the incoming view, without affecting the target metrics for that task.

The task fields page provides recommendations for using each of the form’s task fields.