Users can modify live processes by adding tasks adjusting existing task details renaming instances and managing process lifecycle without affecting the original template structure.
Edit tasks
This section covers ways you can edit individual tasks – either one-off tasks or tasks within a running process.
You can change assignees, add media like videos, use the rich text editor for descriptions, and more.
The API enables comprehensive task management through listing retrieving creating updating and controlling individual work units within process runs or as standalone operations.
A comprehensive walkthrough for managing template steps including adding new steps editing descriptions assigning members setting deadlines configuring form fields and adjusting advanced settings for workflow automation.
Edit Processes > Edit tasks and process properties
Running processes can be modified through the Settings panel to adjust properties like name owner deadline tags folder location and notes while maintaining core process functionality.
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