Task Management Activities
Task Management activities in Workflows enable the creation, deletion, modification, and retrieval of Tasks within your workflows. This chapter will focus on Task Create, Task Delete, Task Detail Create, Task Update, and Task Details Read activities, with an emphasis on the core Task Create activity.
Task Create
The Task Create activity is the central component for creating tasks in Workflows. It allows you to configure various properties for the task, including Title, Description, Severity, Priority, Due Date, Related Object ID, Data Questions, Variable Name, and Branches. See here for a worked example of using Task Create.
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Title: The task’s title, providing a brief and informative description.
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Description: A detailed and formatted description of the task, written in Markdown. Markdown is a lightweight markup language that allows you to create formatted text using a simple syntax. It supports formatting elements such as headings, bold, italics, lists, links, and more. For a quick guide on Markdown syntax, you can refer to this Markdown Cheatsheet.
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Severity: A numerical value representing the task’s severity or importance.
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Priority: A numerical value indicating the task’s priority level.
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Due Date: The number of days from when the task is created to when the task is due.
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Related Object ID: A reference to a row in any Type within the User Configurable Database.
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Data Questions: Allows you to add fields from the Type of the Related Object ID and prompt the user to complete them within the task.
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Variable Name: Assigns the updated row to a Variable for further use within the workflow.
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Branches: Correspond to Buttons in the Task, which can send the workflow down different branches based on the user’s actions.
Task Delete
The Task Delete activity allows you to remove a task from the system. It requires the task’s unique identifier as input and permanently deletes the specified task.
Task Detail Create
The Task Detail Create activity enables you to add additional information or properties to an existing task. This can be useful for providing more context, instructions, or metadata for the task. It requires the task’s unique identifier as input and saves the new details to the task.
Task Update
The Task Update activity allows you to modify an existing task’s properties, such as its title, description, severity, priority, due date, and related object ID. It requires the Task’s unique identifier as input and saves the updated properties to the Task.
Task Details Read
The Task Details Read activity retrieves the details of a task, including its title, description, severity, priority, due date, related object ID, and data questions. It requires the task’s unique identifier as input and outputs the task details as Variables, which can be used later in the workflow.
By using these Task Management activities in Workflows, you can seamlessly integrate task-related operations into your business processes, ensuring that your team stays organized and efficient. Understanding these activities will help you better design your workflows and effectively manage tasks in World of Workflows.