Normal Tasks¶
Normal tasks assign work items to users. Each normal task requires a role definition; otherwise, the task is assigned to the workflow initiator.
In addition to the common properties, the following properties are configurable for normal tasks:
Instructions: Provides descriptive text for the user. Example: "Please review expense payment request." Data templates can be used to dynamically populate instructions from the data model.
Role: Specifies the role assigned to the task. Tasks can share roles if assigned to the same users. If unspecified, the task is assigned to the workflow initiator.
Options: Provides quick access to task properties via icons:
Highlighted icons indicate enabled properties. The context menu provides access to additional properties beyond those in the options.
Notification¶
Configures a notification sent when a task is assigned. Disabled by default.
Send Notify Message: Enable/disable the notification.
Template: Selects the notification template. Available only if message templates are defined.
First Reminder¶
Configures a reminder notification if the task remains incomplete after assignment. Defaults to 30 minutes.
Duration: Specifies the duration before the first reminder. Can be selected from a list or manually entered in " d.hh:mm:ss" format.
Template: Selects the reminder template. Available only if message templates are defined.
Repeating Reminder¶
Configures recurring reminders until task completion. Disabled by default. Use cautiously to avoid notification overload.
Duration: Specifies the interval between recurring reminders. Can be selected from a list or manually entered in " d.hh:mm:ss" format.
Template: Selects the reminder template. Available only if message templates are defined.
Deadline¶
Configures a deadline and associated action for task completion.
Duration: Specifies the deadline duration after task assignment. Can be selected from a list or manually entered in "d.hh:mm:ss" format. Can also be dynamically set using a prework script.
Action: Specifies the action taken when the deadline is reached. Not required unless auto-completion is desired.
Template: Selects the deadline notification template. Available only if message templates are defined.
Watchers¶
Configures watcher roles for the task. Watchers receive notifications but cannot interact with the task. Watched tasks are labeled "Watched" in user work lists.
Watcher Role: Specifies the watcher role.
Send Notify Message: Enable/disable notification for watchers.
Template: Selects the watcher notification template. Available only if message templates are defined.
Form¶
Configures the form displayed for the task. If unspecified, the task uses the default form from the pool settings. This can be overridden at the task level.