Task configuration options
The Configuration menu provides access to various settings that control how a task behaves within your process. These options allow you to customize task names, define start rules, configure display settings, set up notifications, and more.
Available configuration options
| Option | Description |
|---|---|
| Edit Detail | Basic task name, description, and some task behavior options |
| Configure Rules | Define the business rules for a task starting |
| Display Settings | Settings for how the task is displayed to the recipient (including help and priority indicators) |
| Notification Settings | Define email settings and text for subject and body of the email when the task is assigned |
| Reminders and Timeouts | Configure time-based settings - reminder intervals, timeout thresholds, due date displays |
| Advanced Settings | Advanced task configuration dealing with loopbacks, threading, and canceling a task on timeouts |
| Dynamic Names | Use source data from the process to dynamically name a request and/or task |
To access the Configuration menu, right-click on any task in the Process Flow and hover over Configuration to see the available options.