Notify people of tasks

How do people know that they need to complete a task?

There are a number of ways to notify people of tasks during the running of a workflow.

1. Design an email as a “notification” task

Add an email task to the workflow. Position this email to be sent prior to the next task.

An email as a notification task

A link to the active workflow is automatically included at the bottom of the email. (All emails in a workflow have such a link.)

The email containing the link to continue with the next task

2. Share a direct link to the workflow

This option is intended for when your first task is published task.

Learn how to share a direct link.

3. Embed a workflow within your website

This option is intended for when your first task is published task.

Learn how to embed a workflow.