Documentation and instructions in a User Task

In Flokzu you can add documentation to each User task of a process.

What should I use it for?

This section allows you to, among other things, add instructions for the assignees of a given task so that they can check if there are any procedures to complete a certain field, if they have to take special care about something, and any other thing you want to communicate them.

How can I add documentation in a task?

In order to add documentation in a given task, click on the three line icon (additional options) and select Documentation. There you'll be able to add the documentation that you want.

Where can I view the documentation?

After you enter it and deploy the process, the assignees to complete the task will see an information icon located at the top right, from which they can check the documentation that has been entered.

Documentation for external participants

In Flokzu you have the possibility to add documentation so that it can be viewed by external participants. These external participants can participate in the different tasks of your process by entering a reply to the documentation you sent them (required) and by uploading an attachment (optional).

Can I download the documentation?

Yes. To download the documentation of a certain process, simply navigate to My Processes, then choose a certain process and then click on 'Download process information'.

Updated on: 25/10/2018