In the Kuika Process Automation module, task management is an important component used for the creation, assignment, monitoring and completion of tasks in business processes. Task management ensures that the workflow proceeds smoothly by determining which actions users and the system should take at certain steps. With this module, it is ensured that tasks are assigned to the right people, completed within the specified timeframes and that the workflow proceeds in the planned steps.

Creation of Tasks

Selecting Task Type

There are two main types of tasks in the Kuika Process Automation module:

• User Tasks: Tasks that require user interaction. Create User Task requires the user to perform a specific action, fill out a form, give approval or make a decision.
• System Tasks: Tasks that the system performs automatically, without user intervention. Create Task covers operations such as sending an email or updating specific data.

Identifying Task Steps

When creating a task, specific steps are defined in the workflow where tasks will be triggered. These steps determine where the business process starts and where it ends.

Task Definitions and Contents

By adding descriptions for each task, users who will receive the task are provided with clear information about the process. This facilitates the correct completion of tasks.

Task durations and timers

If tasks need to be completed within a certain period of time, timers can be added. This feature makes workflow more efficient, avoiding delays.

Task Management and Assignment

Methods of Appointment

Tasks can be assigned in the following ways:

• Role Based Assignment: Allows tasks to be assigned to users with specific roles.
• Dynamic Assignment: Allows tasks to be assigned dynamically according to certain conditions.
• Proxy Assignment: The user can delegate his/her task to a designated proxy.

Task Monitoring and Feedback

The status of tasks can be tracked and information about their stage and completion time can be obtained. Users can update tasks as completed, pending or rejected and give feedback.

Task Updates and Reminders

Reminders can be made via e-mail or in-app notifications to ensure that tasks are completed on time.

Kuika Process Automation module ensures that business processes run smoothly by making task management effective and systematic.