ActiveVOS® Setup Guide

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Configuring Task Types

You can create task types and configure which user roles can claim or be assigned tasks. For each task type, you can create task action configurations. Task action configurations control whether users must add a comment, attach a file, or reassign the task when performing a task action. Also, you can configure custom messages for task actions that appear when task actions are triggered.

To configure task types, perform the following actions:

Create a task type, and configure whether users can attach files when they edit the task details.

Configure the user roles that can claim or be assigned tasks.

Create task action configurations, and configure the comment, attachment, reassignment settings, and custom message for the task action.

Configuring Workflow Tasks and Triggers

1. Create a Task Type

2. Configure Roles for a Task Type

3. Create Task Action Configurations for a Task Type

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