Tasks & Workflow

Articles

Workflow and Tasks in 25Live
Workflow is the automated cycle of approvals from event creation to completion, including tasks and emails. In 25Live, the workflow that you use for your system is extremely customizable so that you can set it up for your specific needs. B...
Creating To Do Tasks
With the right security privileges, you can create a To Do task for an event or a generic To Do task not related to any event. To Create a To Do Task For an Event 1. Access the Create Task Window Find and open the event you ...
Viewing Tasks
A "task" is an actionable item that needs to be responded to such as a location/resource assignment request, or approval/FYI notification assigned to one or more 25Live users. Location/resource assignment requests and approval/FYI noti...
Acting on Saved Task Searches
The Tasks page provides easy access to your own saved task searches (All of Your Searches) and those provided by the system (Pre-Defined Groups). You can act on – edit, copy, rename, or delete – saved task searches you created or that ha...
Searching for Tasks
Security Note: This functionality requires permissions configured in Series25 Group Administration . You must the ability to view task lists (Basic: 8.0 View Tasks List  ) associated with your 25Live user account. If you can't access...
Completing Tasks
Security Note You must be signed in to 25Live to complete tasks assigned to you. Object security may affect your ability to respond to tasks for a particular event. Tasks of all types can be completed from the Tasks page. Event-rela...
Changing Notification Task Status
It's easy to complete a task in 25Live (see Completing Tasks ), and notification tasks can have their completion status changed. If a notification status was denied, users with appropriate permission can approve the previously denied task. To ...
Bulk Editing Tasks
25Live allows for editing multiple tasks (in bulk) based on saved task searches.  Security Note Bulk editing tasks requires the following permission in Series25 Group Administration tool permissions : Basic: 8.0 View Tasks List = Yes . ...
Tiered Workflow
What is Tiered Workflow? Tiered Workflow is an automated process that links an event's tasks together so that they are completed in a pre-determined order. When Tiered Workflow is enabled, all of an event's tasks are grouped into "...