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Task properties

Right-click a task on the canvas and choose Properties. The window uses the same style as the Admin panel, with a single primary button, and is organised in four tabs.

Tab Use it for
Definitions Name, description, and general behaviour of the task
Case labels The label and description of cases created at this task
Time control Due dates and time limits
Notifications Who is notified and what the message says

Working in the window

  • The Description field in Case labels resizes when you drag its corner.
  • Dropdowns (format, font, size) and the link dialog of the rich text editor open above the window instead of being clipped by it.
  • The template preview opens in a window titled Template preview.
  • With a narrow browser window the content scrolls; no field or button becomes unreachable.
  • Save, close, and reopen: the values you changed are still there.

Assignment rules

Right-click the task and choose Assignment rules.

  • View groups lists only groups; View users lists only users.
  • Users with a photo show it; users without a photo show their initials; groups show an icon.
  • Assign and remove a user and a group; each change is reflected in the list of assignees.
  • Paging is translated — it never shows Page / of in Spanish.
  • Assignments survive closing and reopening the window.

Steps

Right-click the task and choose Steps to decide which forms and documents the task shows.

  1. Drag a dynaform or an input document from Available to Assigned.
  2. Reorder the assigned steps; the order is kept after reopening.
  3. Open a step condition and write it by hand. Arrow keys, Backspace, and Delete work normally, and @@ inserts a process variable.
  4. Save the condition, close, and reopen: both the typed text and the inserted variable are kept.
  5. Edit on a dynaform step opens the dynaform editor.