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Advanced tab

Using advanced task options in templates

When editing a step in a template, the Advanced tab offers options to control how the task works when the process runs.

Here’s a breakdown:

  • Launch another process when this task is complete: Switch ON to automatically start a different process (from another template) when this task is finished. See Launch another process guide.

  • All assignees must complete this task: If ON, the task isn’t done until everyone assigned completes it individually. A counter (e.g., “1 of 3 completed”) will show progress. This setting automatically enables “Only assigned members can complete…”.

    When this setting is enabled:

    • A lock icon appears next to assignees in the active process, indicating only they can complete the task.
    • All assignees will see a completion counter (e.g., “2 of 4 completed”) showing how many people have marked it complete so far.
    • When an assignee completes the task, the system posts an automated comment noting their completion.
    • The task is only marked complete in the overall process once all assignees have individually completed it.
    • Guests assigned to the task will also see the completion counter and can mark their part complete.

    Note: This setting currently only applies to the standard “Task” step type, not “Approve/Reject” steps.

  • Assign launcher automatically: Controls what happens if no one is assigned to this step in the template.

    • If ON: The process launcher is automatically assigned to this task.
    • If OFF: The task starts as “Unassigned”, and someone must be assigned later (or take it).

  • Task is mandatory…: If ON, this task cannot be removed when the process is launched.

  • Only assigned members can complete or edit this task: If ON, only people assigned to this task can complete it or edit details. (Note: Admins can always edit tasks).

    Setting to lock task completion/editing to assignees

  • Emit webhook when completed: Switch ON to send an automatic notification (a webhook) to another system when this task is completed.

  • Prevent guests from making or seeing comments: If ON, any guests assigned cannot see or add comments to this task.

  • Unique Step Alias: A fixed, unique ID for this step in this template. Mainly used for technical integrations via the API or webhooks.

Edit Templates > Edit steps

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 Task > Assign members or guests after launching

Tasks can be assigned to members and guests during template creation process launch or while a process is running with options to restrict task completion and utilize automatic launcher assignment features.
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