Go to Metatask
All Collections
Designing Your Processes
Designing Your Processes
Introduction to process templates and forms
27 articles in this collection
Written by
Natalia
Creating your first process template
How to create your own process template
Written by
Natalia
Updated over a week ago
Templates gallery
Where to find pre-made process templates
Written by
Natalia
Updated over a week ago
Setting a title for new processes
How to use data form fields to automatically create process title
Written by
Natalia
Updated over a week ago
Assigning tasks to users and groups
How to assign tasks in template
Written by
Natalia
Updated over a week ago
Setting task due dates using formulas
How to set calculated due dates for tasks in template
Written by
Natalia
Updated over a week ago
Configuring form for each task
Setting up assignee access to form fields: Hidden, Required, Read-only
Written by
Natalia
Updated over a week ago
How to create request process with approvals
Create request templates and add approvals to them
Written by
Natalia
Updated over a week ago
How to add review cycle to your process template
Reviews, change requests, review cycles, loops, iterative approvals
Written by
Natalia
Updated over a week ago
Making a template invisible
How to hide template from other users
Written by
Natalia
Updated over a week ago
Process deadline
How to set process due date
Written by
Natalia
Updated over a week ago
Adding form fields to a process start screen
How to allow process starter to fill data form fields
Written by
Natalia
Updated over a week ago
Configuring process start form
Configuring form fields for process start screen
Written by
Natalia
Updated over a week ago
Workflow options
How to add approval to your template
How to add approval
Written by
Natalia
Updated over a week ago
Task Groups
Different task order inside one process
Written by
Natalia
Updated over a week ago
Using Conditions
How to add optional task, conditional logic, rules for tasks, show / hide tasks
Written by
Natalia
Updated over a week ago
Review cycles
Review cycles, loops, iterative approvals
Written by
Natalia
Updated over a week ago
Data Form
Creating data form
Creating form in a template for data transfer
Written by
Natalia
Updated over a week ago
Adding table section to data form
Using tables in process
Written by
Natalia
Updated over a week ago
User field
Selecting a user as a value of a form field
Written by
Natalia
Updated over a week ago
Configuring "Money" data field
How to work with currencies in template data form
Written by
Natalia
Updated over a week ago
Files upload field
How to use attachments in data forms
Written by
Natalia
Updated over a week ago
Dropdown and Multiselect fields
List with single or multiple select options in data form
Written by
Natalia
Updated over a week ago
Date and time field
How to collect date and date/time values in data form
Written by
Natalia
Updated over a week ago
Number field
How to add numbers to data form
Written by
Natalia
Updated over a week ago
Text fields in data form
How to add text input and multiline text input
Written by
Natalia
Updated over a week ago
Yes/No field
How to set up yes/no selection in data form
Written by
Natalia
Updated over a week ago
Email address field
How to use email address in data form
Written by
Natalia
Updated over a week ago