Completing tasks – starting a process

A previously prepared process (more about creating processes: here) can be started by any member of a given Organization. We enter a specific process through the menu on the left We will be taken to its view Pressing “+ Click to start” will open the form of the first activity of the process, for example: After filling it in, select “Send” In this window, we can change the scheduled time for the next activity, add comments and indicate the person (or people) to whom we want to send the task. If we have administrative rights (more about roles and rights: click) in a given Organization, we can also invite new members who are not on the list from this level by clicking on the person icon on the right Important: Specify whether the user is to be inside or outside your organization More about the users here: click Each task can be send to one or more people. If you send to multiple people, the following window will appear: By selecting “No,” the task will proceed (to the next activity) immediately after being completed by any of the designated persons. If “Yes” is chosen, the task will wait until all designated persons provide their input, but only until the predetermined time for that task has elapsed. After the time has elapsed:

• If at least one of the designated persons has provided their input, the task will proceed. In such a case, the next activity performer will see the following message:

• If no one has provided their input, according to the decision specified in the process definition, the task will return to the previous activity or the process instance will be terminated.

After sending, you will find this task in the process view in the In progress or Completed section, depending on whether your activity was or was not the last one. More information about task states in process you will find here