Introduction
Getting Started
Workflows
Tasks
Positions
Users
Certifications
Businesses
Logging In
Xero Integration
Subscriptions
Frequently Asked Questions

Tasks 📋✔

This section is about the types of tasks available in our Workflows.

Tasks are the building blocks of Workflows.

Think of tasks as the jobs we want a member or an organisation (eg: employee, manager, owner, bookkeeper) to do.

Some example of what we can do with tasks:

  • Ask a member to fill in a form
  • Ask a member to upload a document
  • Provide a member with some information

Let's learn how to add tasks to our Workflows


  1. Tasks can be found in the Workflows menu. Click into an existing Workflow or create a new one.
screenshot
  1. Click Add task.
screenshot
  1. Then choose from the different types of tasks to add to your Workflow.
screenshot
  1. Any time we create or edit a task we need to save the Workflow.
screenshot

Learn more about the different task types in the next section.

Learn about task types