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Decide who has to finish a task before the next one unlocks
The problem it solves
Modules, actions, and questionnaires each have settings for default participants and for which participant must finish before a blocked task unlocks. The settings behaved differently across task types and weren't clear about what they did.
What's included
- Consistent participant settings on every task type. Default participants on modules, required participants on questionnaires.
- Change the required participant at assignment time. The assignment workflow lets staff set who must complete the task for the next one to unlock.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.