Providing Task Instructions

Using Checklists and Task Resources, you can provide actionable instructions to your users.

Checklists

A checklist can be used to give users a list of steps to complete a task. To add a checklist to a task:

1. Click Administration > Processes > Template Diagrams > The process you want to edit > Right click on the task > Task Settings > Checklist

2. Click Add item and enter a description of your checklist item > Click the + icon to add your item

The checklist item on the Process Template

The checklist item on the live task

Checklist requirement options

• Require All - All checklist items must be checked before the task can be completed

• Require Any - At least one checklist item must be checked before the task can be completed

• Require None - No checklist item has to be completed before the task can be completed

Resources

Using Task Resources, you can upload a file, URL, or Merge Document that will make it easier for users to complete tasks. To add a resource, do the following:

1. Click Administration > Processes > Template Diagrams > The process you want to edit > Right click on the task > Task Settings > Resources > Add Item

2. Select a Resource Type > Give your resource a name > Add a Description for your resource

3. Upload your Resource or select your Merge Document

4. For links, you can add a URL/HTML link target that will open in the same tab

5. Click Save

Task resources on the live task