To automate a task, you can add the “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 any Workflow to go to the settings page and add external flow elements, 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 also select the approval icon to set the task for approval by the chosen team/user, shown below:
- You can also opt to lock the task to secure its name, description, and attachments, and unlock it anytime from the task sidebar, as shown below:
Return Mode Selection
Dropdown One and Two
By default, the first dropdown selects teams/projects, and the second shows the first team alphabetically. You can manually select a user in the first dropdown, which will update the next dropdown with the user list and workflow selection.
Dropdown Three and Four
If you select a team/project, choose a Workflow from the fourth dropdown based on privacy settings, or select a user from the final dropdown if you’re part of the team/project.
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:
