Lumary AH - This article explains how to add steps within a process.
Within processes, you can define tasks and actions that need to be completed. You can also create smaller subtasks and actions and group them under task groups.
Before you begin...
To add a task group or subtask to an action, you'll need a process template. Find out how to create a process template.
This article explains how to:
It also includes an example of an onboarding process template.
Add a new task group
A task group / action is a task to be completed within a process.
To create a task group on a process template:
- Go to the process template record.
- Click on the New Task Group or Subtask button.
- Select Task Group / Action.
- Click on the Next button.
- This will open the New Task Group or Subtask form. The following table explains each of the fields on this form. Mandatory fields are marked with an asterisk.
| Field | Purpose |
| * Status | Use this field to indicate whether the task is active or inactive. Only task groups that are set to Active will appear on the process. |
| Sort Order | The sort order uses a number to determine where in the list the task will appear under the process. |
| * Task Group Name | This is the name of the task, which will appear on the process. |
| Task Group Description | This is a more detailed description of the task. This will appear on the process under the task. |
- Click on the Save button.
Add a new subtask / action item to a task group
Subtask / action items are smaller tasks needed to complete a task group / action.
To create a subtask / action item on a process template:
- Go to the process template record.
- Click on the New Task Group or Subtask button.
- Select Subtask / Action Item.
- Click on the Next button.
- This will open the New Task Group or Subtask form. The following table explains each of the fields on this form. Mandatory fields are marked with an asterisk.
| Field | Purpose |
| * Status | Use this field to indicate whether the task is active or inactive. Only subtasks that are set to Active will appear on the process. |
| Sort Order | The sort order uses a number to determine where in the list the subtask will appear under the task. |
| Parent Task Group | Select the tasks under which this subtask should appear. |
| * Subtask Description | This is a more detailed description of the subtask. This description will appear on the process. |
| Action Type | This is where an action can be selected. Select the relevant action that is completed as a part of the subtask. The action type selected will appear as a button under the subtask. |
- Click on the Save button.
Example onboarding process template
The following screenshot shows an example of what task groups and subtasks look like as part of an onboarding process template.