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Task templates are without a doubt one of the key features in Conductor. They produce intelligent workflows that help organizations standardize existing business processes. They enable team members across different departments to collaborate in one place. Checklist items, due dates, project stages and comment threads allow teams to efficiently collaborate.
Beyond a simple one-off task, Task templates can be used to facilitate highly complex workflows. We’ve added several enhancements that give them new superpowers.
When designing a Task template, you may want to assign checklist items based on the information received from the intake form. For example, if there is a Vice President in each workstream, you may want to assign an approval action item to a different workstream VP depending on which project the task has been generated in. With global tokens, setting up Task Templates to dynamically assign checklist items is a breeze!
Previously, checklist items in Task templates could be shown or hidden based on a previous input. Now, you can also adjust the task’s status or reassign a task based on those inputs. Here are some examples that closely model your existing workflows where we think this will help:
Intake forms are used to gather information before generating a task from a Task template. We’ve added exciting enhancements that help people easily find and use them. We’ve also redesigned intake forms to match the sleek look and feel that’s seen everywhere else in Conductor.
Let’s say we’re building an intake form for a new hire. One of the questions we may need to ask is whether the new hire requires Mac laptop or PC laptop. Based on that answer, we might ask a Mac-specific question, such as whether they’d like a Macbook Air or Macbook Pro. This second question isn’t relevant if a PC laptop was selected. By using dependent questions, you can create a highly user-centric experience, asking only questions relevant to that person.
This is now possible in Task template admin! With display rules, template creators can hide inputs, and only display them based on the values selected in other inputs.
We’ve also improved ways to find and fill out intake forms. Task template intake forms are now displayed directly within the create task dialog (which can be loaded from any page in Conductor), allowing you to generate any task without leaving the page you’re on.
We’re very excited to see all the ways that our customers will use the new Task template features. We can’t wait to see what you’ll build with them!