Taskstream Elements
Let’s get familiar with the list of taskstream elements available in the menu on the left-hand side of the taskstream builder:
- Task – a task that should be performed by the Assignee – Group of users. A task consists of a description of the job to be done, fillable forms, and attachments for review. The priority, duration, and reminders can be set up for each task.
- Upload to Storage – choose this action to upload completed forms to the preconfigured cloud storage(s).
- Submit by Email – this action is used to send documents from Fluix to any email without wasting time manually entering the email address and message in the field. You can preconfigure the recipients’ addresses, and email subjects and add custom messages.
- Share to – this action allows to share the completed documents or the data from them to any third-party software.
- And Action – an element that helps to configure two and more parallel branches of the process.
- Or (User Choice) Action – an element to configure two or more branches of the process while a user on the device will choose manually which action to take for the task.
- Merge Action – an element needed to ensure the parallel user tasks (e.g. simultaneous completion of different parts of one form) pass to the next step (e.g. manager’s review).
- Condition Action – an element that allows admins to define the task flow based on the data that is filled out in a particular field in the form of a task.
- Redirect Overdue Task Action – an element that allows automatic redirect of the Task to another predefined flow in case it was not completed on time by the user.
Let’s proceed to the next step – building of a taskstream.