Task Configuration and Flow Steps II

 Advanced Task Configuration (Part 2)

Building on Part 1, this article explores advanced task configuration features to help you create more dynamic and user-friendly workflows.

📘 What You’ll Learn

In this article, you’ll learn how to:

• • Move elements and steps within a task
  • Use Routing to control workflow logic
  • Configure General Settings for elements
  • Use advanced features such as:
    • Sections
    • Subtasks

 🧩 Example Task Overview

The example task used in this article includes:

• • Text Content element
  • Yes/No element
  • Multiple Choice element
  • Conditional Logic based on a multiple-choice response

🔄 Moving Elements and Steps

By default, your elements may all sit within a single step. However, to create more flexible workflows, you’ll often need to separate them into multiple steps.

✅ Goal

We’ll restructure the task so that follow-up questions only appear when relevant.

🛠️ How to Move Elements

1. 1. Create a new step
   2. Drag and drop the Multiple Choice element into the new step
   3. Select Routing

🔀 Using Routing

Routing allows you to control where users go next based on their answers.

📍 Access Routing

1. 1. Select Routing

⚙️ Example Configuration

We’ll set up routing so that:

• • If the user answers “Yes” (trained in Zaptic)
    → They are routed to the More Information step
  • For all other responses
    → The task will end

🎯 Available Routing Options

For “All Other Cases,” you can choose to:

• • Route to a specific step
  • Send users to the next step
  • Select End Section

⚠️ Important:
Always test routing to ensure users are directed correctly based on their responses.

▶️ Test Your Flow

• Click Preview to simulate the user experience

• Click Save (top-right) when you’re done

📂 Advanced Feature: Sections

Sections allow you to group multiple steps into a collapsible area, helping keep tasks clean and easy to navigate.

🛠️ How to Use Sections

1. 1. Add a Section from the Advanced element types
   2. Click Go to Section
   3. Add steps and elements within the section

🧠 When to Use Sections

Use Sections when:

• • Content is optional
  • Additional detail is needed without cluttering the main flow

💡 Best Practice:
Use Sections to keep your primary workflow focused while still providing deeper guidance when needed.

🔗 Advanced Feature: Subtasks

Subtasks allow you to reuse existing tasks without rebuilding them.

🛠️ How to Add a Subtask

1. 1. Add a Subtask element
   2. Select an existing task from the dropdown list

👤 User Experience

• • Users see a link to the subtask
  • Clicking the link opens the selected task
  • After completing it, users click Done
  • They are returned to the original (parent) task

✅ Best Practice:
Use Subtasks for standardized or repeatable processes across multiple workflows.

⚙️ General Settings

Each element in Zaptic includes configurable options available in the right-hand panel when the element is selected.

🔧 Common Settings

Depending on the element, you can:

• • Adjust size and layout
  • Customize colors
  • Make fields mandatory

Settings will vary by element type. For example:

• • Multiple Choice elements may include:
    • Answer selection rules
    • Display options
    • Validation settings

💡 Tip:
Review General Settings for each element to ensure consistency and usability across your task.

✅ Final Checklist

Before assigning your task:

• • ✔️ Validate your step structure
  • ✔️ Test all routing paths
  • ✔️ Review Sections and Subtasks
  • ✔️ Use Preview to confirm the user experience