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How to create tasks

You can create single tasks or create thousands at a time. How many you create is up to you and depends on process. Some processes only do a few tasks pr week, while others do hundreds pr day.

Things you need

Key Fields

Keys are set up by your Developers. They are the data that is most fundamental to your work. Usually things like Goods Number, Inventory Number, Client ID are keys. Keys are always required to fill out.

Input Fields

Input fields can be optional or required. If they are optional you should have an agreement with your Developers so that you know exactly when you should fill it.

Input Fields can be words, numbers, lists, tables, emails, dropdowns, a checkbox, and so on. The Developers can decide some requirements for each field, for instance a number that cannot be below zero. If you try to put in -10 it will give a warning below the field. Use this to catch errors berfore they reach the Mate.

Add comment?

You can add a comment when creating a task. It can be something nice for your colleagues to know, or it can be a comment that the Mate uses. For instance it can be a phrase in an email it is sending. Comments are always optional, but you may agree to use them in a certain way in your team. You can always comment more when the task is created. You do that on the Task Card

Add activation date?

Activation date is when the Mate is allowed to solve the task. The default is today (meaning instantly) but you can choose another date if you wish. You can also agree with your Developers to set a fixed time span on each task, for instance always 2 day after creation.

Do weekends count?

Dates used in tasks can either be business days (monday to friday) or week days (all 7 days). Developers can change this for each process so be sure you are using the correct setting.

Ways to Create

Single create

If you need to create a single task you open the New Task window, fill in the form and click Create to create the task.

  • Open New Task
    • Click New Task under the process in the Overview
    • or Click the plus in the top right of the screen and select New Task
  • Make sure you have the correct process selected.
  • You can now write in the Key Fields and Input Fields that you need solved by the Mate.
  • Click Create Task to create it.

Mass creater

If you need to create tasks that looks a lot like each other you want to use the Mass Creater Here you create a task for each Key Field you provide. They are all created with the same Input Fields.

The Mass creater has a Basket where the tasks are waiting to be created. Fill the form and put the tasks into the basket. You can then make adjustments to the Input Fields and make more tasks. You can click on the different tasks in the basket to inspect and change them.

Once you are ready to create, simply hit create all tasks to create everything that is in the basket.

  • Fill the form, adding as many Keys as you want
  • Change something in the form and add more keys if you need it
  • Create everything in the basket by clicking create all tasks
Multiple Key Fields

If you have multiple Key Fields, you create all combinations. So if your first Key Field is Customer ID and you provide the keys 1337, 2255 and 3000, while your other Key Field is Goods Number and you provide the keys 123, and 500 you will create the following 6 tasks:

  • Task 1: Customer Id 1337, Goods Number 123
  • Task 2: Customer Id 1337, Goods Number 500
  • Task 3: Customer Id 2255, Goods Number 123
  • Task 4: Customer Id 2255, Goods Number 500
  • Task 5: Customer Id 3000, Goods Number 123
  • Task 6: Customer Id 3000, Goods Number 500

Spreadsheet (Excel)

If you have a spreadsheet with tasks you want to get done, it is easy to create them using the spreadsheet creater.

You can download a template spreadsheet using the Download Template button.

  • Open the New Task and select the process you want to create tasks in
  • Click the Spreadsheet option and upload your spreadsheet
  • Make sure that all the fields are paired with the correct columns
  • Click create

From another Process

It is easy for your Developers to create a task in a process from another process. You can use this to create flows with your processes so you dont need a lot of lists and manual work.

Feedback when Creating

You always get a notification after you have created tasks. Usually it states that everything went well and how many tasks was created. If you do get an error you should always start with checking how many tasks was actually created. Go to Overview and check the queues of the process to see how many was created.