To automate a task, you can add the “External Flow Element” from the workflow settings/designer page:
To add External Flow Elements follow the below steps:
- Click the Team Settings sidebar
- Switch to the Workflow page
Click a Workflow to open its settings, then click the External Flow Elements info button on the left, shown below:
How to Make Flow Elements Selection:
- Click “+ Flow Element” to open task assignment details and choose the next team/user, setting the task’s path, as shown below:
You can set a task for approval or lock it using Workflow for the selected team/user. Locking secures the task’s name, description, and attachments, and can be unlocked anytime from the task sidebar, approval and lock icons have been highlighted in the image below:
Return Mode Selection:
Dropdown One
The team from which you want to create a task appears in the first dropdown if you’re a member. If not, use the dropdown to find and create tasks in that team, even if it’s not listed initially.
Dropdown Two
In the second dropdown, your name appears by default if you’re in the selected team/project. You can choose a Workflow or user based on privacy settings. Non-members get a default Workflow but can select another.
Please note that the flow elements added in the Workflow settings page, take effect when you mark the initial task as “Complete and Forward” in the task sidebar, moving the task to the next assigned team based on the workflow design, as shown below:
