Workflow owner can create a decision task in a workflow template. The task only contains the approval part of a preceding step of the business process.

You must Create a template, or Edit template, in the Workflows section of the Workflow screen.

A Workflow owner creates decision tasks at key points in their business process so that a decision-maker or process approver can accept, reject, or send back a task to the task assignee.

Note: This type of task must be part of a template or its running workflow. It cannot be created as an individual task.

To create a decision task:

  1. In the Workflow builder screen, select the Add a decision task option.
  2. In the right-hand configuration panel, enter a Task title and Instructions for the task assignee.
  3. In the Select page section, select the dropdown.
  4. Select a page under Find a page, or find one using the search function.
  5. Select Select page, in the bottom-right corner.
  6. In the Approver section, select one or more approvers for your decision task. You can:
  • Manually enter users' names: Select one or more users in your organization from the dropdown menu. 
  • Assign to users from a line item in a module: Select a workspace and then model from the dropdown menu. You can then select the module, line item, and context setting:
    • Select Iterate all to send a notification to all users in your line items.
    • Select a specific item to send a notification to the specific user in that line item. 
    • Select Sync to workflow to select the value when you start a workflow using the template. 
  • Assign to users from a model role:  Select a workspace and then model from the dropdown menu.
    You must be a workspace administrator to retrieve model roles. 
  1. In the Due section, select a due date from the dropdown. You can select this date up to 31 business days into the future.
  2. Select Publish to add this task to the template. Otherwise, if more changes are needed, select Save as draft. You can return to this task later.