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Create a Task

Creating Tasks​

Depending on workflow configurations, users can create tasks through one of the following methods:

note
  • In some configurations, administrators might program a Workflow Start Form to appear when creating a new task. This feature permits administrators make sure that users correctly fill out all the necessary information for a task and help teams stay informed of all created tasks.
  • Tasks can also be created through public surveys for users outside the Cotalker environment.

Creating tasks from the task view​

Regular task creation:

create task
  1. From the task view toolbar, press the + icon.
  2. A new task card opens up.
  3. Write the task's name and press Enter to create the task.

Task start survey:

create task
  1. From the task view toolbar, press the + icon.
  2. A survey form opens up.
  3. Fill out the survey and press Enter to create the task.

Creating tasks from the group panel​

By pressing the actions buttons found at in the group panel, a workflow start form opens up to initialize a new task.

create task

Creating tasks from the channel workspace​

By pressing the actions buttons found at the bottom of the channel workspace, a workflow start form opens up to initialize a new task.

create task

Best Practices​

Task State Names​

State names should begin with a number or individual letter corresponding to their order in the group panel and task view. For example: "1. Backlog", "2. Doing", "3. Finished", "4. Unable to Complete". Since states are elements within collections, their names are configured and edited from the settings panel in the Database panel.

Associating Tasks from Different Workflows​

If needed, tasks that belong to different workflows can be associated with one another.