When specific conditions are met on a card (State and Type), you can display a task list to be completed. This feature is very useful for indicating internal processes to follow.
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Create a Task List
Prerequisites
To create a task list, you must have Administration access rights.
Administration > Models section > Task Lists tab
When creating a task list, you will need to fill in the following fields:
Give a name to the list
Select the relevant module: Candidates, Resources, CRM, etc.
Determine the Types concerned
Determine the State(s) concerned
If you have several legal entities, select the Agencies concerned
Choose whether it is a single task or a task with subtasks
Describe the task
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Track Tasks to be Completed
View Tasks to be Completed
When the specific conditions are met, an action banner with the task list is displayed.
Validate a Task
Each time a task is completed, simply check the corresponding task.
You will then have the option to hide it in order to keep only the tasks yet to be done.
Validate a Multiple Task List
2 options are available to you:
Close all subtasks
Close the main task, which will then prompt you to validate all associated subtasks
Find Completed Tasks
Once all tasks are completed, the tracking banner disappears.
You can find this list by clicking on the dedicated icon, as well as information on who completed the task and when it was done.