Manage Tasks - New Task Details Experience

New Task Details provides a redesigned, single-page experience for creating and managing event tasks in Workflow.

All existing task capabilities remain the same. This update improves how task information is organized and accessed by bringing task configuration, dependencies, and settings into one consolidated view.

Tasks still follow the same rules for activation, dependencies, assignment, and completion. The primary change is the user experience.

This redesign makes task setup easier to review, especially when working with dependencies, settings, and multi-step configuration.

See our Guided Demo to walk through the New Task Details experience.

Enable the New Task Details experience

The New Task Details experience can be enabled by an administrator.

1. Go to Administration > Settings > UI.
2. Edit Enable New Task Details and set the value to True.
3. Click Restart Now to apply the change immediately.

Once enabled, the updated Task Details page is used when creating and managing tasks.

Create and configure a task

1. Open the event Go to Events & Forms > Manage Events, open the event card, and select a task or create a new task.
2. Create a new task Click New Tasks, then select a task type:
   • Standard
   • Background Check
   • Learn
3. Enter basic task details
   • Enter a Task Title
   • Enter a description
   • Click Finish/Save to save After saving, you can continue configuring the task.

     Tip: If you try to save before required fields are complete, you will be prompted with specific fields you must complete.

4. Add employee instructions Enter instructions for completing the task. These instructions appear on the Task Summary page for the assignee.

   Tip: You can include links, formatting, and dynamic content such as forms or learning links.

   See Employee instructions.

5. Add task modules (Standard tasks) For Standard tasks, add modules to define what the user must complete. Available modules include:
   • Form
   • Survey
   • Document Upload
   • Document Review
   • Download Package
   • Form Review
   • Bulk Action For detailed configuration, see:
   • Associating a form with a task
   • Request a document to be uploaded
   • Create a download package
6. Review task flow and dependencies Task relationships are displayed directly on the page:
   • Prerequisites
   • Current task
   • Dependent tasks This makes it easier to validate task flow without switching between multiple configuration areas.
7. Configure task settings Use the Settings panel on the right side of the page.
   • The panel is open by default
   • Click Minimize Settings to collapse it
   • Click the gear icon to reopen it Available settings include:
   • Assignments
   • Timeline
   • Notifications
   • Portal settings
   • Restriction rules
   • Completion rules
   • Triggers These settings work the same as in the classic experience, but are now available in one place. See:
   • Categories & Assignment
   • Tasks & Dates
   • Notifications
   • Triggers
8. Save the task Click Save to finalize your changes.

Edit an existing task

• Open the event
• Select the task
• The Task Details page opens for editing

What to expect

Task flow visualization

Task relationships are displayed directly in the page as Prerequisite → Current Task → Dependent Tasks.

This reduces the need to interpret dependencies across multiple configuration screens.

Audit trail

The Audit Trail at the bottom of the page shows a history of changes made to the task.

Note: Audit Trail replaces Discussions and does not support comments.

Out-of-sequence task dates

In some configurations, task dates may appear out of order.

• A tooltip appears on the task summary
• The tooltip confirms the configuration is valid

Task types

Standard task

A flexible, module-based task used for most workflows.

• Uses modules such as forms, surveys, and documents
• Fully configurable using the Settings panel

Best for: General workflow steps requiring user action.

Background Check task

A specialized task for initiating background checks.

• Select a background check form
• Configure options such as button label and read-only behavior

Best for: Standardized background check processes.

Learn task

A task for assigning learning content.

• Select one or more courses
• Selected courses display within the task

Important: Selecting multiple courses may create multiple tasks, one per course.

Best for: Training and onboarding workflows.