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Request Activity Details from an External User

Request details from a person that does not have ProcessPro, or who is external to your organisation.

James Ross avatar
Written by James Ross
Updated over 6 months ago

As a stakeholder, you can ask an external person to complete the steps inside one of your activities. You can then convert the activity to a process if needed.

Steps to request information

  • Select the Request Details button from activity options

  • Set a due date

  • Click the External tab

  • Add the persons name, email address and a short message

  • Click on Add Task

The user will receive an email, and when they click on it, it will ask them to capture the details of the activity. They can click on the name of the process and this will open a quickview of the process. NOTE: this link will expire after 24hours.

When the user submits the changes, the information will be captured as tasks in the activity.

The user who requested the information will get a task to follow-up on the progress with the external person.

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