Adding Task Questions
Note:
The Questions tab is not displayed for automated tasks or parent tasks.
When you create a task, you may want the Assignee to answer questions about their actions before they indicate a task is complete. For example, you may ask if a certain process was followed when completing that task.
You can specify questions on the task. You can specify various types of questions, such as Text, Number, or True/False, and indicate whether they are required. If a question is required, the user must respond or they cannot submit the task for approval. You can also order the questions by using the Move Up and Move Down buttons.
For schedule tasks, users can respond to the questions from the Task Actions page. If you are creating or updating a task in a template, an additional column displays, showing whether the row is locked or unlocked to indicate whether the user can remove or update the questions. Rows that are locked cannot be edited or deleted because they are inherited from the Task Type.
In templates, the Task Type questions are displayed, but are not editable.
To add a question:
- Assign a Role (Assignee, Approvers, Owner, Viewer) to the question. Access is based on responsibilities.