Introduction:
When building an activity there are different options to consider such as predecessors (which determine the order of the tasks in the Activity), Assignee (Who will receive the task), Duration (How long it should take a user to complete that task), and Task Types.
Find out what an activity is here.
Activities can consist of the following Task Types:
| Work Item | Description |
| Basic Task |
An ability to complete a task that just requires ticking off |
| Milestone |
These tasks are completed automatically once reached and can trigger notifications to relevant stakeholders. Stakeholders do not need to be users to receive a notification. Milestones can also be used to route a decision in an activity such as a 'yes' or 'no' decision route. |
| Approval |
An Asset is sent on an Approval to be reviewed by at least one user or multiple groups of users and will progress the activity on an 'approved' verdict. If not approved, a Fail Condition can be set to loop back to a specific point in the activity until an 'approved' verdict is reached. |
| Form Data Input |
The assignee of this work item must complete a Form to progress the activity. This task allows you to enter details in fields as well as select contacts need for future workflow tasks. |
| Asset Upload |
An Asset (file) must be uploaded to progress the activity. A new Asset can be uploaded or the assignee can select an Asset from an existing Asset Library.
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| Link Activity |
This is a launchpad for another activity from the current Domain or a public activity from one of your connected Domains. |
| Stage |
A stage is a group of Work Items. Stages break up your process into manageable sections and may assist in reducing complexity. |
| Adhoc Approval |
This approval allows the task assignee to build the approval workflow by grouping approvers into 'steps', adding duration and adding further assets in any linked activity to approve in a batch if required. |
| Group Activity Brief |
Complete forms in groups - allowing you to add data to all forms simultaneously. When created, these forms appear in the Briefs tab of the Activity. |
| Group Commercial Form |
Complete forms in groups - allowing you to add data to all forms simultaneously. When created, these forms appear in the Commercials tab of the Activity. |
| Content Collation | Content Collation- this is for creating things such as pack copy and works with the content hub and categories. |
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Upload Visual Brief |
Upload Visual Brief- this looks identical to a normal upload task however you can only link this to 'Visual Brief' assets. It connects to the visual brief review task and so in the template whatever you link to the VB upload can be connected to the VB review. |
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Visual Brief Review |
Visual Brief Review- this works like a normal approval task but the asset will be classified as a visual brief and there will be no verdict for this asset. |
Predecessors:
If there is more than one Task within the Activity then the Activity template designer can set a predecessor for the Task(s). This allows the template Designer to create the correct order of the tasks for the specific required workflow. You can have one task that has multiple predecessors, this would happen if you had multiple tasks running at the same time.
Assignee:
Tasks can be assigned to a User or to a Role.
If assigned to a Role, each user with that Role will see the request to complete the task in their task list and can choose to take the task. If the task is taken, it will disappear from all other users' task list.
Duration:
Each Task is given a duration, priority and cost if required. If a task isn't completed in the duration that is assigned, the task will appear as late and show as red.
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