User Tasks

A User Task node is a step in a master flow that builds and assigns a task to one or more users to complete. This task will have been triggered by an upstream event in a decision model pipeline. It allows a designer to create steps that task assignees need to complete in a decision flow before the flow can optionally continue.

For example, if the sales for the last week at a specific store exceeded $1m for blue shoes, the User Task can tell a user to resend a new order for more shoes. While if it’s lower, it can tell the same user to create a loss report for management.

Note: This feature requires specific licensing options.

Using a User Task Node

In the Decision Flow, drag and drop one or more User Task nodes onto the canvas.

Select the User Task node on the canvas and set up the Task Routing & Ownership properties in the Properties panel:

  1. Select a User Task. User Tasks can be designed and built in Formulate by Pro users.

    2. Click the folder icon to open the file selection dialog and choose the desired User Task .

  2. Select the Assignees. That is, the user or users who need to complete the task.

    3. This is a multi-select dropdown list, allowing you to assign the task to multiple users.

  3. Select the Manager. That is, the user who is responsible for the completion of the task.

    4. This is a single-select dropdown list. This user is responsible for reviewing the task completion.

  4. Set up the Completion Condition. Task completion determines whether the next step in the pipeline is triggered. Options are as follows:
    • All assignees completed: The task will only be considered complete once all assignees have completed the task and marked it as complete.
    • Any assignees completed: The task will be considered complete once any assignee has completed the task and marked it as complete.
    • Majority completed: The task will be considered complete once the majority of assignees have completed the task and marked it as complete.

What next?

The Completion Condition is going to determine when the next step in the pipeline is triggered. You might want to select a communication option for feedback while tasks are incomplete:

  • Send reminders to task assignees.
  • Send status messages to task masters.
  • Click here to see a basic Decision Flow walkthrough.

Related information

Building a User Task

The User Task designer allows Pro users to create and edit User Tasks. A User Task, used in a Decision Flow designed with Master Flows, creates a set of "jobs" for the assigned user(s) to complete as part. Usually tasks are assigned to one or more users (and their managers) to complete with instructions and due dates.

The User Task designer in Formulate, allows users to create their own task interfaces, functionality and logic using a combination of HTML, CSS, JavaScript and Pyramid's task API. They can be further extended to work with external applications through their APIs. Saved User Tasks are sharable, reusable and governable like all other elements in the Pyramid Catalog.