--- title: "Task menu options for workflow automation" canonical_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu/" md_url: "https://www.nutrient.io/guides/workflow-automation/admin-guide/processes/tasks/task-menu.md" last_updated: "2026-05-28T17:47:04.501Z" description: "Learn how to configure tasks in your process flow using the task menu. Streamline processes and maximize productivity with detailed settings." --- # Configure tasks effectively in your process flow Regardless of the type of task you add to your process, all configurations of a task will be through the **Process Flow** tab interface. After a task has been added to your process, a context-sensitive task menu is available for each task by **right-clicking** on the task.![](@/assets/guides/workflow-automation/files/1375/config_task_menu.850x0-is.png) From this **Task Menu**, you can access specific areas of configuration. Not all tasks require the same configuration. ## Configuration options | **Option** | **Description** | | --------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- | | [Edit Detail](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) | Basic task name, description, and some task behavior options | | Configure Task | Task-specific configuration — varies by [task type](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/complete-list-of-task-types.md) | | [Configure Rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) | Define the business rules for a task starting | | [Display Settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) | Settings for how the task is displayed to the recipient (including help and priority indicators) | | [Notification Settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) | Define email settings and text for subject and body of the email when the task is assigned | | [Reminders and Timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) | Configure time-based settings — reminder intervals, timeout thresholds, due date displays | | [Advanced Settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md) | Advanced task configuration dealing with loopbacks, threading, and canceling a task on timeouts | | [Dynamic Names](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) | Use source data from the process to dynamically name a request and/or task | ## Recipient options | **Option** | **Description** | | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------- | | [Recipients](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md) | Assign users, group(s), or role(s) to a task | | [Assignment Settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) | Allow task recipients to reassign or cancel tasks | | [Recipient Rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) | Define processing and level rules for recipients | ## Task management | **Option** | **Description** | | ----------- | -------------------------------------------------------------------------------------------------------------------- | | Copy Task | Right-click on the task and select **Copy shape and config**, then right-click on an empty area and select **Paste** | | Delete Task | Right-click on the task and select **Delete Task** — a confirmation dialog will appear | --- ## Related pages - [Optimize task display settings for better efficiency](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/display-settings.md) - [Streamline task management with dynamic naming](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/dynamic-names.md) - [Customize task menu email notifications](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/notification-settings.md) - [Master task management with reminders and timeouts](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/reminders-and-timeouts.md) - [Configure task start rules](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/configure-rules-editor.md) - [Mastering the Edit Detail feature for tasks](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration/edit-detail.md) - [Task configuration options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/configuration.md) - [Optimize task assignment with assignment settings](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/assignment-settings.md) - [Mastering recipient rules for effective workflow](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/recipient-rules.md) - [Task recipient options](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients.md) - [Optimize task management with recipient configurations](/guides/workflow-automation/admin-guide/processes/tasks/task-menu/recipients/setting-recipients.md)