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Task Step Settings

While in the Design mode, select the Task Step to view the Step Settings in the right panel:

The following settings are available in Tasks:

Setting

Description

Description

Change object for the selected step(s).

Status Tracking

Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.

Due Date

Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).

Step Instruction

Insert a step instruction.

DoerSelect the user who will perform something in a step.
ResponsibleSelect the user who will approve the step.
Step FormatManage how step values should display.

Published:

Task Step Settings

While in the Design mode, select the Task Step to view the Step Settings in the right panel:

The following settings are available in Tasks:

Setting

Description

Description

Change object for the selected step(s).

Status Tracking

Choose if you want track the status of the step. If so, both Doer and Responsible need to be defined in order for the tracking to be available in the workflow process.

Due Date

Select a due date. This date is then saved to the database and can be displayed for each step ($DUE_DATE).

Step Instruction

Insert a step instruction.

DoerSelect the user who will perform something in a step.
ResponsibleSelect the user who will approve the step.
Step FormatManage how step values should display.

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