There are a number of toolbox items that create tasks. These tools allow you to specify an action plan as part of your task.
What is an action plan?
When a task is created, a checklist can be added to the task. This allows the user to work through the elements of the task they need to complete, and it also provides them with 'calls to action' - buttons that essentially link them to the right part of the application to perform the checklist item.
Creating an action plan
On any toolbox item where you can create an action plan, you will find a section called 'Action Plan'. To configure your action plan, take the following steps:
- Action Plan Title - give your checklist a title, e.g. Checklist.
- Use the + button to add your first checklist item.
| Item Type |
Choose the type of checklist item you want to configure:
|
| Description | The text that will be shown to the user against the checklist item. The green button can be used to add a variable to the text. |
| Mandatory | Indicates whether the user must tick the checklist item in order to continue. |
| Add Call to Action | Selecting yes will allow a helper button to be added to the checklist item. Adding a call to action button - Workflow Toolbox |
| Output variable | If you need to capture whether a particular item was checked or not or you need to capture the result of a choice, you can create a variable on the data tab of the workflow modeller and then store the 'result' of the checklist item to it. Often, this is used with choice action plan items to determine the next step in the workflow. |