Building and setting up a Taskstream Chart
To start building a Taskstream chart, go to the Admin Tab -> Process Setup -> Taskstreams section and click New Taskstream in the upper right corner of your screen.
Here, you may create a chart from scratch or use the template of the preconfigured Taskstream, which you can later customize according to your business process.
Click Blank Template to map your process from scratch, name a Taskstream, and click Next. The abbreviation (ABBR) will be automatically generated and later displayed next to the user’s task name in the Fluix app.
Once your users start working on the recurring tasks, the respective number will be displayed next to the Taskstream’s abbreviation. For example:
- Your Taskstream name is “Installation checklists Approval”, the abbreviation is ICA.
- When your users start working on the first task from this Taskstream, it will obtain the name ICA-1, when the second process is started – ICA-2 etc.
In the Taskstream builder, you will see the menu of elements on the left. In the previous article, you can check what each element does.
Drag and Drop Process Start from the left sidebar to the chart. To create the first task, drag and drop the User task under Process Start and connect it.
Click on the User task to open the menu that will appear on the left. We’ll return to the Task details in the next article.
You will see blue “+” plus icons surrounding the task. You can add and connect any other Taskstream elements by clicking and dragging any of them.
You can use shortcuts to speed up the building of the Taskstream. By clicking on the blue “+” plus icon, you may connect or add elements of the Taskstream.
Example of the fully configured Taskstream setup:
Now let’s see how to configure User Task.