How to add a task to a workflow

Overview

Each workflow consists of specific actions to be completed, and this is where tasks are added and configured. Here are two ways to quickly add tasks within workflows:

Adding tasks on a new workflow

Step 1. After creating a new workflow, the Workflow Studio shows the button to ‘+ Add Task.’ Click on it.

Step 2. In the pop-up, create a Task Name and Description and all the task configuration fields to complete the steps.

Adding tasks on an active/existing workflow

Step 1. Click on an active or a draft workflow.

Step 2. Hover over any task within a phase, and click on the ‘+’ icon on any side of the task to create a new task in parallel. 

Note: By clicking on the '+' icons on the right, top and bottom, the task will be created instantly. However on the left side, an option to choose from Add Task or Add Condition will be displayed, as seen in step 3 below.

Step 3. Alternatively, hover over any task within a phase and click on the ‘+’ icon on the left side of the path to see two actions - Add Condition and Add Task. Click on Add Task.

Step 4. In the pop-up, create a Task Name and Description, along with all the task configuration fields to complete the steps.

Both methods will now create a new task in the workflow. To learn more about editing a task, click here.