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nTasktic custom state flows

In some cases the default state flow (i.e. the states that a task passes through from start to finish) might not reflect your working procedures. In nTasktic it is easy to create a ’custom state flow’ for certain tasks.

Example 1: simple client record update state flow

A client might provide in new contact information this information needs applying to the companies internal database. So rather than the receiver of the task being presented with the default state flow (s)he sees the following where the next state is ’Mark updated’

:nTasktic simple custom state flow task

A simple state flow could be defined to ensure the information is handled quickly and efficently.

nTasktic simple custom state flow setup

The ’Update client record’ custom state flow is created with just three states: ’New Information’, ’Allocated’ and ’Records updated’. The ’New information’ is given a ’region’ of ’Pending’ and identified as the initial default state. The ’Records updated’ as a state in the region ’Finshed’ while ’Allocated’ is marked in the ’Waiting for someone’ region. Finally the flow of the states are defined with ’New information’ being ticked as followed by ’Allocated’ and ’Allocated’ ticked as being followed by ’Records Information’

The final setup is to create a dedicated task type for this state flow:

nTasktic task type for simple custom state flow setup

Example 2:

A state flow for a car valet, allowing a garage owner to easily see how the job is progressing and when his inspection is required:

nTasktic custom state flow for a car valet procedure

The state ’Ready for inspection’ has two possible following states ’Inspection rejected’ and ’Inspection passed’. Where ’Inspection rejected’ is marked as requiring a note i.e. an explanation from the garage owner why the valet was not up to the required standard.

Below the garage owner is viewing an example silver valet task that is in the state %rsquo;Ready for inspection’ waiting for his approval or rejection. By looking at the notes tab of the task he can also easily see what Claude has done and when.

nTasktic silver valet inspection required

Default state flow:

The default state flow can be edited in nTasktic, initially it looks like this:

nTasktic default state flow

Points of note:

  • One state has the ’Live (timed)’ region - when a task is in a state with this region the system automatically logs the time spent on the task.
  • The Cancelled state has been marked as a possible following state for each state - allowing the creator to terminate the task at anytime.
  • The various Paused states all have follow states of In progress or Unable to conclude - allowing the receiver to resume a paused task or declare that a paused task can not be concluded

In summary:

nTasktic custom state flows give you the power to formalize your working procedures however complex or simple they may be and you can even modify the default state flow.