In this guide, we’ll cover how to configure task settings, create tasks, and provide a high level overview of how to navigate and use the Tasks section effectively.
Overview
The Tasks section in Formalize allows you to create, organize, and manage tasks across your organization. It helps ensure accountability by assigning responsibilities, supports prioritization, and enables tracking of task progress. You can also configure workflows like approvals and completion steps to align with your internal processes.
Configure your Task settings
Here’s a quick introduction to setting up your Tasks section in Formalize. The video below walks you through the key settings to get started, including:
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How to create folders to organize your tasks.
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How to enable approval flows for better task control.
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How to customize your task completion flow and overall Tasks module using custom fields.
Articles mentioned in the video above :
More details about how to set up approval flows are in our Approval Flow guide.
See our Fields article for further guidance on how to use custom fields.
Create tasks
In the video we provide a detailed walkthrough on how to create tasks in Formalize. It covers:
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What information is required to create a task.
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The difference between single and recurring tasks.
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How to set up both types of tasks effectively.
Articles mentioned in the video above :
- The first video in this article on Task Settings.
To learn more about Controls, see our Frameworks Overview.
To explore the Questionnaires module, refer to our Questionnaires overview article.
Completion flow for tasks
In this part of the article, we will walk through:
- How to mark a task as completed.
- Explore a test completion flow.
- Show you how to view all past recurring tasks.
If you need help setting up or creating tasks, be sure to check the videos in the sections above.
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
