Closing a Task with an Automated Action

To close a task in ProcessPlan with an Automated Action, do the following:

1. Log in to your account

2. Click Administration > Processes > Template Diagrams > Click the card of the process you want to edit

3. Once the template is open, click the Automated Action button > Create New

4. Give your action a name

5. Click Automate ProcessPlan

6. Select When a Task is Assigned as your Trigger > in the Select a task field, select the Task you want to close

7. In the Action setup section, select Task: Complete with a Specific Response as your action

8. In the Process Instance section, select The Current Process

9. In the Task to Mark Completed section, select the same task you selected in your Trigger step

10. Select the task response you want to use.

11. Click the Save icon at the top of the panel