User tasks are versatile and adaptable. Depending on the kind of information you want to display or collect, a user task can be configured in a multitude of ways. Let's take a look at what they are and what they're for.

How to create a user task

Before you can configure a user task, you need to create a user task.

If you select an undefined task while mapping a process you'll see number of options pop next to it. You can see more about this in our article on maturing your process. For now we want to define this task as a user task, to do this click on the spanner icon.

This will display the different types of task you can define. For this article we're interested in user tasks, so select that option and Atlas Play will convert your undefined task to a user task.

Now that you have a user task, we can begin configuring the fields that make up the content of the task. These will determine what's displayed, requested, or required to complete the task.

With the user task selected, look over to the right hand side of your diagram canvas and the option to add a section to your task will be available.

What is a section?

Each section within a task can contain multiple fields. Sections are there to allow process mappers to distinguish between separate steps within a task. This improves the follow and adds distinction for users running tasks.

Click on Add a section

Give your new section a name. Section names help you navigate from a process level but will also display within the task as it's being run.

Make sure your section name will make sense to you, anyone else who might map or remap this process, as well as any user who's running the task.

With your section named, it will now appear as it's own element within the properties panel for this particular task. You can copy, edit, or delete this section by clicking the relevant icons.

For now, click on the edit icon.

The properties panel will now show you options for editing this section, including the name and the description of the section. Most importantly, you have the add field option.

Adding fields to your tasks

Fields are the real building blocks of your tasks. Hit add field and we'll take a look at your options.

The first thing you need to do is name your field. You can add multiple fields to a single section so don't worry if a single field doesn't cover everything you want to achieve.

As with the section name, this will be a way for you and other mappers to find and identify it, but it will also appear in the task itself. Make sure you name it accordingly to avoid any confusion!

What fields can I add to a user task?

Here we get into the meat of the matter. Below is a list of all the types of fields you can add to your user task.

  • A Text Display Field allows you to add in a message displayed in text form or used to display information already available in the process

  • A Hyperlink Display Field allows you to add in a hyperlink with corresponding text

  • A Text Input Field will add a field which allows the user running the task to write in text

  • A Number Input Field allows users to input a number

  • A Date Picker Field allows users to input a date and time, the date can be adjusted using a calendar view

  • A Select Option Field allows you to offer options from which a user can select

  • A Select Option Field (Remote) offers similar functionality but instead links to a remote source to obtain the list for selection such as external data or an API

  • A File Upload Field allows the user to upload a file to the process when this field is run on a task

  • A File Upload Field (Remote) again offers similar functionality but allows the upload of a file to an external destination using a 3rd party API call

Once you've added and configured your field, it will appear in the section you've added it to

By clicking the edit icon, you can adjust any of the details of the field that need editing

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