Configuring a Task
Task configuration menu has 3 main tabs: Overview, Forms and Notifications.
Overview
Overview tab contains basic information about the task.
Name is a text field which by default has a value similar to Task 1, Task 2, etc.
Assignee is a section where you can select a task assignee from the list of available groups.
You can choose the Performer of the task option to assign the new task to the specific group participant who has previously accomplished some other task from your taskstream chart.
Priority is a section where you can set a task priority for the end user that will be displayed on their device. Contains next states: critical, high, medium and low. By default the priority is medium.
Comment is a section where you can add the list of actions or a simple description that accompanies the task. These actions are for viewing purposes of the end users and will be shown on their devices.
Execution duration is a section where you can set the execution duration of the particular task. This way your end user will be notified regarding the timelines and the overdue state of the task.
Forms
Forms tab was designed to add forms and attachments to the task to be performed.
Web forms are primary elements of work in a task. A web form contains inputs, checkboxes etc. that will be further filled by the user.
You can select a form from the Fluix Form Library, create a new one in the Form Builder, or reuse the already used one from other tasks in this taskstream:
If you choose a form from the Fluix Library, and the same form has been already used in one of the tasks in the current taskstream, you will see it as a new form while the form name will stay the same.
Number of forms in one task is unlimited, thus you can select as many as you want and add them to the task.
By clicking on the three dots icon on the form, you will see Assign form fields, and Remove from the list options:
By assigning form fields you define the particular fields in a form for the Group-Assignee of the current Task. You can make particular fields required or view only for this Group. If the same form should be filled out by different Groups, you can assign the respective fields in this form in each task.
Attachments
Attachments do not travel within a taskstream, they serve as materials for review in a particular task (usually these are manuals, instructions, handbooks).
Notifications
Notifications tab contains the list of possible notifications which can be received by the performer of the current task. Here you can select how to send notifications to your end users: by email, or pushing it directly to the app on a user’s device.
In addition, there is an option to notify a user about a task that is due in a certain amount of days or is already overdue:
In case of any questions feel free to contact us at support@fluix.io
