Customize Your Workflows

The Feature Guide

The Feature Guide is an in-depth look at the features for Tasks on the Run. If what you're looking for is a quick overview, try taking the Tour.

Having rigid workflow steps that don't correspond to how your team works, and that you can't change is another way that a tasking tool can fail the ease-of-use test. This topic will show how you can use multi-step task statuses to define real workflows. It will also show how Tasks on the Run gives you the capability to easily change these workflows that you create, at any point.

By default, your folders treat tasks as simple to-do lists, with only two statuses: open or closed. The first step in using real workflows is to edit your folder's settings to use the Advanced mode.

Clip of the Folder Settings page, showing the two tasking modes

Define Your Own Status Codes

To illustrate the range of workflows that are possible, consider maintenance technicians who do repairs in the field. Or consider a software team that has to work through a backlog of bugs. Whatever the scenario, you can set up the exact status codes you need for the steps in your work process.

The Status Codes page in the Setup section

Using these statuses that you define, your team can easily move tasks forward or backwards in this process:

The Task Details page, showing the status control on the bottom right

You Can Change Your Process Anytime

Tasks on the Run has some extra capabilities to make sure that you are never stuck with one setup while your real work process has changed. You can easily rename, reorder, or add new status codes at any point, using the status codes editor, without disrupting the tasks you already have in progress.

If you need to consolidate some of the steps in your process, then you can create a completely new set of status codes and convert a folder from one to another. When you do this conversion, you can map the old status codes to the new ones.

The Status Code Conversion page

Next:  Follow the Activity Stream

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