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Workflow Group Tasks

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Settings Panel Guide

Workflow groups host tasks that exist within their workflows or state machines. You can access an individual task's configuration from the Administrative Panel or the task's workspace. Task configuration from the Administrative Panel is described below.

Take advantage of tasks' ample array of tools and configurations that permit customizing them to your organization's needs. All tasks have an incorporated task workspace, the ability to share files and notes, and the possibility to view and configure other settings, like state, users, start and end dates, and additional fields, among others.

Access settings panel​

To access a workflow-group channel's settings panel:

  1. From the workflow groups (initial) setting panel, select the channel manager icon of the corresponding workflow.
channel manager
  1. A list of all the channels available in the workflow group opens up. Choose the channel you wish to edit. The task details panel opens up.
channel manager

Task Details Layout​

channel layout

Actions:

  • 1. Save: Saves current changes made to the task's settings.
  • 2. Delete: Deletes the task and removes it from the task group.

Identification:

  • A. Task number: Automatically assigned number given in sequential order.
  • B. Task name: The name given to the task by its creator. The creator can be a human user or bot.
  • C. Additional information: Field used to give a brief description of the task.

Settings:

  • A. General information: Basic task settings. Composed of Standard and customized fields.
  • B. Extra Tabs: Extra tabs help contain extra task information. Extra tabs represent the additional fields that correspond to either the collection set as the asset or collections set as extensions. The name of the extra tab is the same as the collection used.
  • C. Notes: Displays the list of task notes. Permits viewing and creating notes.
  • D. Images, Videos, Files: Displays thumbnails of files shared within the task workspace.

  • Tasks: Overview of tasks.
  • Task Details: Task details
  • Create/Edit Workflow: Administrative Panel documentation on workflow settings. Here, workflows are configured, giving a structure to the tasks that pass through them.
  • COTTask: Task data model. Here you can see how all task data is stored and related.