How to Add a Task Flow from an Existing Template
How to Add a Task Flow from an Existing Template
The system allows you to add a ready-made Task Flow for a specific employee using a preconfigured template. All tasks associated with the template are automatically created and assigned to the employee, eliminating the need to enter tasks manually one by one.
- From the main menu, click Task Management.
- Select Task Flows.
- Click the Add Task Flow button.
- In the Task Flow Information section, enter the following details:
- Employee: Select the employee for whom you want to add the Task Flow.
- Code: Enter a unique code for the Task Flow (the code is generated automatically).
- Template: Select the ready-made template you want to use.
- Once you select the template, all tasks defined in it are automatically loaded and displayed in a preview table containing: Title, Module, Priority, Assignee (automatically populated with the selected employee’s name), and Due Date (automatically calculated based on the creation date and the number of due days specified in the template).
- Review the tasks displayed in the table.
- Click Save.
After adding the Task Flow, the system creates a new Task Flow record. All tasks displayed in the table are created and assigned to the selected employee, and they all appear in Task Management with the status To Do.
Notes
- You must select an employee before saving the Task Flow; otherwise, the following message appears: “Please select an employee.”
- The Task Flow must contain at least one task before it can be saved; otherwise, the following message appears: “Please fill in all required task fields.”