Add Deadline to Task

The use deadlines to be completed automatically and time overruns can be tracked. On this page, a deadline will assign to a task. When the deadline expires, what actions can be taken in the process will be shown.

Create a Folder

  • First, need to create a new folder from the folders section.

  • Presses the “+New Folder” inside of all folders.

  • “Expense Form” as the name of the folder and “Application” as the folder type is okay for the process.

Create a Process

  • To create a process, enter a process name in the field on the right side of the folder and click the blue plus button.

  • Press the edit button to design the process.

  • On the page that opens, "Pool" is selected under the Pools heading.

Create a Task

  • Click on the pool to start the process design.

  • The first green box that appears on the screen is the opening task.

  • Click on the “task” name on the green box and enter the name “Expense Form”.

  • Click on the Add New action button on the right side of the task and the text becomes editable.

  • After editing the text and pressing enter on the keyboard, the first button is created. The first action name is “Submit”.

  • Clicks the Submit button and click “Add New Task”.

  • A second orange task is opened with the arrow in the middle.

  • Two names, Approve and Reject, are written on the buttons.

  • Thus, a second task is created in the same process.

  • Move the mouse over the Reject button in the second task.

  • A red dot appears above the button.

  • Then, catch the red square from the reject button

  • Then, drag and drop to the left of the Expense Form task.

Assign Deadline to a Task

  • The clock icon under the Manager Approval task is using to add deadlines.

  • When the clock icon is clicked, a menu with duration and section options appears.

  • The duration of the deadline is determined from the Duration.

  • Action is selected from the Action menu.

  • The Approve and Reject options in the Action menu comes from the Manager Approval buttons.

  • When the specified time expires, what to do is determined.

Create of Deadline

  • Click the clock icon under the Manager Approval task.

  • Sets the duration.

  • After the duration is set, a tick appears for notification under the duration.

  • If checked, a notification comes when the time expires.

  • Then, when the time expires, the desired action is selected.

  • Press the Close button to exit.

  • When you press the Close button, the page closes and the clock icon turns black.

Create a Form

  • After creating a task, necessary to design a form for the Expense Form.

  • Enters the form under the “forms” heading on the same page as the task.

  • A blank page opens

  • When clicking on the blank part of the page, the form's menu appears.

  • Click “Add New”, and the “Layout Controls” list opens in the menu that appears.

  • Click on “Row Content” from Layout Controls.

  • Click "Create new section here".

  • Enter the section name. Section name

  • Then press ok.

  • There is a column in the row content section of the form.

  • Click on Column and click to “Add New” from the menu that appears.

  • Open the “Layout Controls” list in the menu.

  • Select the “Row Content” with the same name as the section row content in Layout Controls.

  • After pressing "Row Content ExpenseForm", row content is created automatically in the selected column.

  • Selects the Column inside of the second-row content.

  • Click on add new.

  • Select “text” inside of the input controls.

  • Enter a field name for the text.

  • Press ok.

  • Then, the form design part is done.

How The Deadline Works

  • Exit the page by clicking the green "close” button at the top of the page.

  • Then press the green “Commit Changes” button and press Okay.

  • Press the white “Close” button on top of the page.

  • Click on “Expense Form (1.0.0)” on the left.

  • The previously made form page opens.

  • Writes a text in the text box and press submit

  • The submitted form appears in the inbox in the worklist.

  • It also appears in the orange tab because it has a deadline.

  • When the deadline passes, it drops to the red tab.

  • The added deadline is displayed on the right.

 

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