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Processes & Tasks

Blueprints in action

  • TASK > What is a one-off task?
  • TASKS > How do I set up an approval step in a procedure?
  • TASK > What is a 'task'?
  • TOOLS > How do I search for blueprints, processes and tasks?
  • PROCESS > What can I change in a process once it has been launched?
  • FORM > What is a Form?
  • TRACKER > What does +Create do?
  • TRACKER > What is 'Tasks' in the sidebar?
  • FILE > What types of files can be uploaded to a 'file upload' form field?
  • TASK > How do I complete a task?
  • TRACKER > What is 'Tracker' in the side bar?
  • TASK > What are task views?
  • TOOLS > How do comments and @mentionting work?
  • TRACKER > How can I view my process dashboard in a table format?
  • TOOLS > What does the 'star' on the process card do?
  • TASK > What can be added to task descriptions?
  • TASKS > How do task comments and @mentioning work?
  • TASKS > How do I create and send an email - as a task?
  • TASK > How do I set an expiry step in a procedure?
  • TOOLS > How do you report an issue when you make a comment?
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