Tasks

It is possible on the Process to configure which data is available on its Tasks - Keys and Fields.

Keys

Keys are shared across your system. Examples of Keys could be Phone Number, Social Security Number, Customer Number, Invoice Number or Stock Keeping Unit No. Keys allow you to search across all Tasks on all Processes throughout the system, and easily locate when and where your Mates have performed work.' Keys are always mandatory. A Task can not be created without a Key and likewise once a Task has been created, it is not possible to alter the Key.

Fields

Fields are individual for each Process, and only shared on Tasks that are from that Process. Fields allow for greater customization than Keys, and could be in the format of

• Text
• Dates
• Numbers
• Check boxes
• Lists
• Tables
• Excel files

The Process Owner or Developer decides if a Field is mandatory or not. Generally, if the Mate require the field in order to successfully solve the Task, it should be mandatory. If a field is more of a convenience for the Employees, then the field could be optional. An example is if you have a Task with a Customer Number as a Key, it might be convenient to First Name and Last Name as Optional fields to help an Employee identify who the person in question is, while the Mate typically will disregard the name.