Manage Tasks - New Task Details Experience

Overview

The New Task Details experience provides a redesigned, single-page interface for creating and managing event tasks.

All existing task capabilities remain the same. This update focuses on improving how task information is organized and accessed—bringing task configuration, dependencies, and settings into one consolidated view.

Tasks are still generated as part of an event and follow the same rules for activation, dependencies, assignment, and completion.

Enable the New Task Details Experience

The New Task Details experience can be enabled by an administrator.

To enable this feature:

Go to Admin > Settings > UI
Edit Enable New Task Details to set to TRUE.
Click Restart Now to immediately see the changes.

Once enabled, the updated Task Details page will be used when creating and managing tasks.

Create and Configure a Task

Follow these steps to create and configure a task using the new Task Details experience.

Open the Event

Go to: Events & Forms > Manage Events

Click the Event card, then select Edit Tasks.
Create a New Task

Click New Task, then select a task type:
- Standard
- Background Check
- Learn
Enter Basic Task Details
- Enter a Task Title
- Enter a description
- Click the checkmark to save
Once saved, you can continue configuring the task.
Add Employee Instructions

Enter instructions for completing the task.

These instructions appear on the Task Summary page for the assignee.

Tip: You can include links, formatting, and dynamic content (such as forms or learning links).

See: Employee instructions
Add Task Modules (Standard Tasks)

For Standard tasks, add modules to define what the user must complete.

Available modules include:
- Form
- Survey
- Document Upload
- Document Review
- Download Package
- Form Review
- Bulk Action
Each module is configured individually and displayed within the task.

For detailed configuration, see:
Review Task Flow and Dependencies

The system displays task relationships:
- Prerequisites (tasks that must be completed first)
- Current task
- Dependent tasks (activated after completion)
This allows you to validate task flow without navigating across multiple pages.
Configure Task Settings

Use the Settings panel on the right side of the page.
- The panel is open by default
- Click Minimize Settings to collapse it
- Click the gear icon to reopen
Available settings include:
- Assignments
- Timeline
- Notifications
- Portal settings
- Restriction rules
- Completion rules
- Triggers
These settings behave the same as in the Classic experience but are now accessible in one place.

See:
Save the Task

Click Save to finalize your changes.

Edit an Existing Task

Open the event
Select the task
The Edit Task Definition page opens

What to Expect

Task Flow Visualization

Task relationships are displayed directly in the page:

Prerequisite → Current Task → Dependent Tasks

This replaces the need to interpret dependencies across multiple configuration screens.

Audit Trail

The Audit Trail at the bottom of the page shows a history of changes made to the task.

Note: This replaces Discussions, and removes the capability for comments.

Out-of-Sequence Task Dates

In some configurations, task dates may appear out of order.

A tooltip appears on the task summary
The tooltip confirms the configuration is valid

Task Types

Standard Task (Default)

A flexible, module-based task used for most workflows.

Uses modules (forms, surveys, documents, etc.)
Fully configurable using the Settings panel

Best for: General workflow steps requiring user action

Background Check Task

A specialized task for initiating background checks.

Select a background check form
Configure options such as button label and read-only behavior

Best for: Standardized background check processes

Learn Task

A task for assigning learning content.

Select one or more courses
Selected courses display within the task

Important: Selecting multiple courses may create multiple tasks (one per course)

Best for: Training and onboarding workflows