Multi Step Tasks
About MultiStep Tasks
Like a Process, a MultiStep task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused. Just like a Process, each step in the MultiStep Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.
Of course, a MultiStep Task doesn't include advanced features like parallel paths--but then, there is no need to create a flowchart (or Process Model), no need to define a Process as part of the Case Management system, and no need start the process using a Rule or an additional user action. Just create the MultiStep Task, and go!
Working with MultiStep Tasks
Creating a MultiStep Task
- When viewing a case, click Add Task
- In the dialog that appears, select Multi Step
- Give this (miniature) process a Title
- For each step:
- Provide a Description for the task
- Specify the User or Team assigned to carry it out
- Optionally, specify a Due Date
- Designate it as a User Step or an Approval Step
- For an Approval Step, specify which Step is next, after a rejection.
(The rejection can branch backward to an earlier step, or forward to a later one.)
- To add additional steps, click [Add Step]]
- Click [Save].
The underlying process is immediately launched. As each step is completed, the task for the next step is generated.
Completing Steps in a MultiStep Task
When viewing a case:
- Tasks that are assigned to a specific user appear in the sidebar under My Tasks.
- Tasks that are assigned to a team appear in the section under it: More Tasks.
User Steps are accompanied by a [Complete] button.
Approval Steps are accompanied by buttons to [Approve]] or [Reject].