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Creating Tasks

Last Updated: Apr 21, 2020

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A task is typically a logical subprocess. Consider a master data automation, where the vendor data creation comes in an email. The bot is expected to read the email, create an entry in SAP, upload the attachments, and send a response email back to the requestor. This overall process can be divided into the following subprocesses and each subprocess becomes a task in Jiffy:

  1. Reading the email, validating contents, and sending response mail with request id and making the request available.
  2. Updating SAP and changing the status of the request to Posted.
  3. Uploading attachments and changing status of the request to Attachment Uploaded.
  4. Sending a completion email with the document number generated and changing the status of the request to Closed.

Creating A Task

  1. In the Dashboard, select an App to create the task in. Image description
  2. Click on the Tasks icon on the menu bar to open the Tasks screen. Image description
  3. Click on the + button to create a new task.
  4. In the Create Task popup that appears, type the name of the task in the Task Name text box (1). Image description
  5. Click on the CREATE button (2) to finish creating a task.
  6. The created task gets listed on the Tasks listing screen. Click on the Task ID of the task to navigate to the Design Canvas. Image description

Designing A Task

On the Task Design Canvas, do the following to design a task:

  1. In the Edit mode, Drag and drop the required node icons from the node pane to the Design Canvas.
  2. Specify the properties of the node.
  3. Connect the nodes by using the points provided on the top and the bottom of the nodes. Image description
  4. For Example, click on the point at the bottom of the Start Node and drag the arrow that appears till the point on the top of the Web UI node.
    Image description
  5. Repeat the process till all the nodes on the screen are connected as required. Image description
  6. To remove a node from the Design Canvas, double click on the node and click on the close icon on the top left corner of the node. Image description
  7. To align the node icons, click on the Align icon on the top of the Design Canvas.
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