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Task Types

Tasks are actions assigned to users that require them to complete a specific activity in ProcessPro. They help manage reviews, approvals, feedback, and other work that supports business processes and documentation.

Written by Hylet Pistorius

The following task types may appear in the Tasks page and on the Outstanding Tasks tile on the dashboard - depending on the company's dashboard configuration.

Reminder

A personal reminder assigned to a user to complete a specific action or follow up on an item.

Approval Request

Requests a user to approve a process, value stream, document, or another item before it can progress.

Review Request

Requests a user to review the content of a process, value stream, document, or another item.

Offline

Assigned when an activity must be completed outside of ProcessPro. The task serves as a reminder to complete the required offline action.

Feedback

Assigned when feedback requires attention. This may involve reviewing feedback, responding to it, or completing any required follow-up actions.

Requests additional information from a user to support an activity in a process before it can proceed.

Acknowledgement

Requests a user to confirm that they have read and understood an item by recording their acknowledgement.

System Review

Assigned when a scheduled system review is due. The user is required to review the assigned item and complete the review task.


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