How the Task Builder Works

With the No-code Task Builder, creating tasks has never been easier. The following page explains how the Task Builder template is structured to give you a framework to understand how best to approach configuring tasks using the builder.

How the task builder mobile template is structured

The Task Builder uses a single mobile workflow template as the basis for task creation and allows you to configure the mobile pages in that template dynamically using a no-code, drag-and-drop interface.

Default mobile pages: Settings in the Task builder allow you to enable and disable certain default mobile pages in the template (or at times, components on a particular mobile page). For example, if geo-check-in is enabled, the geo-check-in page will appear as part of the mobile workflow. If disabled, the page will be hidden.
Dynamic pages: In addition to modifying the attributes of the default mobile pages in the template, you can also add your own mobile pages to the template. We refer to these as dynamic pages as they are built and ordered by you using the drag-and-drop builder interface.
Dynamic subpages: In addition to building dynamic pages, you can also build dynamic subpages. These are the “child” pages of the dynamic pages and are created using the Subpage component. For example, if you add a Subpage component to a dynamic page, selecting that Subpage component will bring you to the Subpage mobile screen.
Workflow actions: Settings in the Task builder also control which default Workflow actions appear within the task. Workflow actions – found by selecting the ... icon on the top left of the mobile navigation bar – are used to call a separate page from within a task.
Task approval screens (and closeout package): The appropriate Task approval screens on the web and accompanying closeout package are then automatically generated based on the fields/data captured in the dynamic pages and the settings configured in the Task builder wizard.

If you use the Task builder, there is no need to configure a Task type for the same task as it replaces Task types as a means of defining mobile workflows.