Simple tasks

Simple tasks can be used in different types of workflows to ensure key tasks are completed and recorded for the workflow.

Overview

Simple tasks are the most basic task type in Blissfully workflows. All workflows can include Simple tasks and they can be used to capture any action or approval that is required in a given workflow. To add a Simple task to a workflow plan, select the "+ Add Task" button when configuring a workflow plan.

Examples of how Simple tasks can be used:

  • Onboarding workflows

    • Requiring the onboardee to add a profile picture

    • Ordering a laptop for the new hire

    • Setting up the new employee's desk before they join

  • Offboarding workflows

    • Collecting the employees's laptop

    • Completing key paperwork

  • Vendor approval workflows

    • Budget approval

    • Legal review for the contract

Configuring a Simple task

All Simple tasks have a few configuration requirements:

  1. Task Title (Required) - Name and summary of the simple task

  2. Assigned to (Required) - simple tasks can be assigned to different named roles

    1. Team Lead - the person set as the team lead for the current team's onboarding plan

    2. IT Lead - the person defined as the IT Lead on Blissfully's General Settings page

    3. Specific Person - a specific person at your organization

    4. Specific Team - a specific team that is defined in Blissfully

    5. Workflow Initiator - the Blissfully user who launches the onboarding workflow

    6. App IT Admin - the person defined as the selected app's IT Admin on the Apps page or the app's Detail page (Vendor workflows only)

    7. App Owner - the person defined as the selected app's Owner on the Apps page or the app's Detail page (Vendor workflows only)

    8. Onboardee - the person being onboarded (Onboarding workflows only)

  3. Notes for instructions / additional details (Optional) - Can include relevant links or details for the task assignee

  4. Blockers (Optional) - you can set a task to be "blocked" by other tasks so that it can only be completed once its prerequisites are completed

  5. Start after date (Optional) - you can set a task to start after and only become completable after a certain time

  6. Due date (Optional) - you can set a task to be due by a certain number of days after the workflow launches or the employee's start date

  7. File upload (Optional) - you can require a file upload for the task to be completed