Task template
Overview
Task Template defines the details, responsibilities, time limits, and rewards for a specific task. After reading this article, you will have a comprehensive understanding how use Task Template effectively. By mastering this feature, you can significantly streamline your production processes and ensure greater efficiency and consistency in your workflows.
Basics
To open the Task template, click on the task card on the Workflow template page.
Task template key elements
Breadcrumbs - a navigational tool that allows you to keep track of the current location and navigate to the needed location
Task template breadcrumbs behavior:
Clicking on the "Back" button returns you to the previous page from which you came to the current one
Clicking on the "Home" button returns you to Homepage
Clicking on the "All products" button redirects you to the All products page
Clicking on the "Category" name redirects you to the All product page view filtered by this category
Clicking on the "Product name" redirect you to the Product page first in order configuration view
Clicking on the "Workflow name" redirect you to the workflow canvas where this task is placed
Task name displays the current task name
Header - shows the current task name and allows you to edit it if necessary
To edit task template name:
Click on the task name to activate the input field
Enter new task name
Click on the ✔️ to save new name
Task name is limited by 255 characters.
Details - allows you to add and format the task description
Adding description
Click on the "Details" input field
Enter the text
Formate added text according to needs (make text bold, add bullet points, links or emojiis)
Click on the ✔️ to save new name
The "Details" field does not have a hard limit on the number of characters.
"Files" section - allows you to attach files in various formats so performers have all the information they need
The formats that could be uploaded - .txt, .doc, .docx, .pdf, .jpg, .jpeg, .png, .mp4, .xls, .xlsx, .mov, .webp
Adding files
Drag file or click on the "Click to upload" button
Select files you want to upload from the folder on the
Click on the "Save" button
File limits are:
.mp4, .mov - 2 Gb
.jpg, .jpeg, .png, .webp - 20 Mb
txt, .doc, .docx, .pdf, .xls, .xlsx - 20 Mb
"Related tasks" section - allows you to see the sequence of previous and following tasks in the workflow
Opening previous/next task template:
Click on the the previous/next items in the “Related tasks” section
"Basic parameters" section - allows you to set the time limit, reward, priority, and type of the task
Сhanging the basic parameters, "time limit" and "basic reward", directly affects the summary indicators on the Canvas Workflow template key elements
Setting time limit
Click on the input field
Enter the number
Click outside the input area
You can set time limit in seconds, minutes, hours.
Setting priority
Click on the "Priority" field
Select the option
Setting basic reward
Click on the "Basic reward" field
Enter the number
Changing task type
Click on the "Type field
Select task type
Click on the "Change" button to confirm that you want to change the task type*
*in case you selected "Additional" task type from the dropdown
In case you changed task type from "Workflow" to "Additional", then system deletes all input and output relations of the task on the canvas and moves task to the "Additional tasks" container
"Responsibility" section - allows you to define the responsibilities of performers (type of assignment to the task, number of performers, assignment criterias etc.)
Task template is created with default responsibility: 1 performer and manual assignment type.
Task must have at lest 1 responsibility, but also can have more than 1 responsibility.
Task can have 3 assignment types:
Manual - user must assign performer themself to the task after production launch
Automatic - system assigns user to the task automatically after production launch
Self-assignment - performer assigns themselves to the task after production launch
Changing responsibility title
Click on the ✏️ button
Enter new name in the "Responsibility title" field
Click on the "Save settings" button
Changing number of performers
Click on the ✏️ button
Enter new number of performers in the "Number of performers" field
Click on the "Save settings" button
Click on the ➕ button to increase number of performers or click on the ➖ button to decrease number of performers.
Changing assignment type
Click on the ✏️ button
Select new assignment type
Click on the "Save settings" button
Narrowing list of possible performers by department
Click on the ✏️ button
Click on the "Add" button near "By department" field
Search the department from which you want to have performers for the task
Click on the ➕ sign near the department name
Click on the "Save settings" button
Narrowing list of possible performers by position
Click on the ✏️ button
Click on the "Add" button near "By position" field
Search the position of users under which you want to perform the task
Click on the ➕ sign near the position name
Click on the "Save settings" button
Narrowing list of possible performers by user
Click on the ✏️ button
Click on the "Add" button near "By user" field
Search the user which you want to perform the task
Click on the ➕ sign near the department user name
Click on the "Save settings" button
Adding responsibility
Click on the "Add" button
Set up the number of performers, assignment type
Click on the "Save settings" button
Deleting responsibility
Click on the 🗑️ button
Confirm by clicking on "Delete" button
Task template must have at least 2 responsibilities to 🗑️ button became enabled.
"Bonuses" section - allows you to define extra reward for the task based on the product options (size, colour, material)
Bonuses can be assigned in 2 types: as a percentage of the basic reward or as a fixed amount
The "Bonuses" pop-up displays a filled option list that has been set up for this product configuration earlier
The number of bonuses is limited by the total number of "Option" values of the product configuration
Adding bonus
Click on the "Add" button
Select option
Set the bonus for the option
Click on the "Save" button
Adding the bonus combinations
Click on the "Add" button
Select combinations of options
Click on the "Add combination" button
Set the bonus for the combinations of options
Click on the "Save" button
Deleting the bonus
Option 1:
Hover over the bonus option
Click on the ✖️ button
Option 2:
Click on the "Edit" button
Click on the 🗑️ button
Click on the "Save" button
"Bonus" editing menu call out
Click on the "Edit" button
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