Admin Website (app.riskapp.co.uk)
Task Workflow Configuration
Tasks are the operational units completed by client and field users.
Configure a task workflow
- Open Task workflows.
- Define workflow name and linked client/site scope.
- Select the form template used for completion.
- Set status flow (for example: Assigned -> In Progress -> Submitted -> Reviewed).
- Set completion requirements and SLA targets.
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Configure assignment rules
- Assign by user, role, team, or site.
- Set due dates and reminder rules.
- Configure escalation behavior for overdue work.
Test before release
- Assign a test task to a non-production user.
- Complete task in portal and mobile app.
- Confirm submission appears correctly for admin review.