User Task Step
The User Task step creates a task that a person needs to act on. When the workflow reaches this step, it pauses and waits until someone completes the task, returns it, or cancels it. This is the main way users interact with a running workflow.
Configuring the User Task Step
Click on the User Task step in the canvas to open the properties panel on the right side. The panel is divided into several collapsible sections: PROPERTIES, SLA, FORMS, and ACTIONS.
PROPERTIES Section
| Field | Required | What it does |
|---|---|---|
| Label | Yes | A display name for this step on the canvas. |
| Step ID | Yes | A unique identifier for this step. |
| Process Status | Yes | The status the process gets while this task is active (for example, "Pending-Approval"). |
| Assigned To | No | Who should work on this task. Choose swimlane (a group of users by role) or user (a specific person) from the dropdown. |
Task Assignment
There are three ways to assign a task:
- Swimlane -- Select "swimlane" from the dropdown and pick the target swimlane. Any user in that swimlane can pick up the task.
- User -- Select "user" from the dropdown and choose a specific person. Only that person can work on the task.
- Unassigned -- Leave the field empty. The task will be available to anyone with the right role.
SLA Section
If you need deadlines on this task, expand the SLA section and choose an SLA model. You can map data from the workflow (like urgency level) into the SLA calculation to control due dates and priority changes.
FORMS Section
Add the forms the user will see when they open this task. For details on how forms work, see Forms.
ACTIONS Section
Add the action buttons available to the user on this task. For details on action types and settings, see Actions.
Step-by-Step Setup
- Drag a User Task step onto the canvas.
- Click on it and expand the PROPERTIES section in the panel.
- Set the Process Status (for example, "Pending-Review").
- Choose how to assign the task using the Assigned To dropdown.
- Expand the FORMS section and add at least one form.
- Expand the ACTIONS section and add at least one action (typically a "Complete" action).
- Connect the User Task to the next step in your workflow.