Adding a new task type

Task types control what type of interface the user will see when completing a task. In order to add a new custom user input task, integration, or kick off an RPA process, you need to add a new task type. Once added, the new task type will be able to added to workflow templates and .

SYSTEM

What it is

This type of configuration is generally for automated tasks that can only be kicked off from a process model.

When you would use it

You would use this type of task when:

• You want the task to be automatically kicked off using a process model.

And when an end user would never need to add this type of task:

• To the task library in FS Settings.
• As a custom task when completing the Process Setup task.
• As a custom task from the Home page or as a related action.

Example

After a user creates a new Investigation, the task is automatically kicked off using a process model. However, end users do not have access to add this type of task when adding a default task to the task library or when adding a custom task to an Investigation.

TEMPLATE

What it is

This type of configuration is for tasks that you want to be available to FS Settings users for use in Investigation templates, but you don't want to be available to regular users when adding a custom task to an Investigation.

When you would use it

You would use this type of task when you want the task:

• To be automatically kicked off using a process model.
• To be added to the task library in FS Settings.

And when an end user would never need to add this type of task:

• As a custom task when completing the process setup task.
• As a custom task from the Home page or as a related action.

Example

Out of the box, there are no tasks with this configuration.

AD_HOC

What it is

This type of configuration is for tasks that would be sent out by client onboarders from the Home page or as a related action. When sent out like this, the onboarder is kicking off the task right away, rather than waiting for the task to be kicked off by a precedent or a process model.

When you would use it

You would use this type of task when you want the task:

• To be automatically kicked off using a process model.
• To be added to the task library in FS Settings.
• To be available as a custom task when completing the Process Setup task.
• To be available as a custom task from the Home page or as a related action.

Example

Review task - Can be added as a new task in the task library, as a custom task during the Process Setup task, or as a custom task from the Investigation record.