Process Library Overview
Create a New Process
Process Importing
Process Menu: Process Builder
Process Menu: Task List View
Process Menu: Request Detail Config
Process Menu: KPIs
Process Menu: Discussion Tab
Process Menu: Process Detail
Process Menu: Flow View
Process Menu: Run Request
Task Overview
Creating a Task
Task Menu Options
Task Menu: Edit Detail
Task Menu: Configure Rules - Overview
Task Menu: Configure Rules - Editor
Task Menu: Display Settings
Task Menu: Notification Settings
Task Menu: Reminders and Timeouts
Task Menu: Advanced Settings
Task Menu: Dynamic Names
Task Menu: Setting Recipients
Task Menu: Recipient Rules
Complete List of Task Types
Standard Task: Approval Task
Approval Task: Approval by Email
Approval Task: Approval with Comments
Approval Task: Displaying Forms in an Approval
Standard Task: Counter Task
Standard Task: Data Container
Standard Task: Dynamic Assigner
Standard Task: Dynamic Notification
Standard Task: Excel Batch
Standard Task: Excel Import
Standard Task: Form Task
Standard Tasks: Form Prefills
Standard Task: Form Assigner
Standard Task: FTP Push Task
Standard Task: General Notification
Standard Task: Launch Request
Standard Task: Milestone
Standard Task: Open URL
Standard Task: PDF Generator
Standard Task: PDF Merge
Standard Task: Task Assigner
Standard Task: Task Scheduler
Standard Task: User Profile
Integration Task: Database Pull
Integration Task: Database Push
Integration Task: Rest Client
Integration Task: Web Service
Integration Task: Lambda
Managing Recipients
Integrify has developed a number of task types that extend functionality to let you do even more when developing workflows. All these task types are available within the Process Builder.
Integration Tasks