The Check Box simplifies progress tracking by allowing users to mark task steps as completed visually. It offers optional features like mandatory checks and proceed automatically to the next step, ensuring no crucial steps are overlooked during task execution.
Key Features:
1. Mandatory Check
- Purpose: Ensures essential steps are completed before proceeding.
- Benefit: Maintains workflow accuracy by preventing crucial steps from being skipped.
2. Proceed Automatically to Next Step
- Purpose: Automatically advances to the next task upon completion.
- Benefit: Saves time and promotes seamless workflow progression.
Why Use Check Box Tags?
- Track Completion: Ensure every step is finished.
- Visual Progress: Easily see completed and pending tasks.
- Sequence Management: Manage tasks that must be completed in order.
Example: Event Planning
Imagine you're organizing a corporate event with multiple tasks and deadlines. Here’s how the Check Box Tag feature can be beneficial:
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Task Management: Use the Check Box Tag to mark off tasks such as venue booking, catering arrangements, and guest list preparation as they are completed.
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Progress Tracking: Visualize the progress of each task easily by seeing which items are checked off and which are still pending, ensuring nothing is overlooked.
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Sequence Management: Ensure tasks are completed in the right order by setting up mandatory checks. For instance, finalize the venue before confirming the catering to maintain event planning accuracy.
Benefits:
- Visual Tracking: Easily monitor completed tasks.
- Accountability: Keep track of pending tasks.
- Efficiency: Save time with automation.
- Integrity: Ensure no important steps are skipped.
Notes:
- Complete all mandatory steps before moving forward.
- Utilize automatic progression for tasks to enhance efficiency.
Conclusion:
The Check Box Tag is an essential tool for efficiently managing workflows. By leveraging its features, you can effectively track tasks, prevent oversights, and streamline processes, whether organizing events or managing daily tasks.
Integrating Checkbox Tag in Designer
To Add a Checkbox Tag in Workflow Designer:
- Select an existing step or add a new one.
- Click on the Checkbox Tag icon.
To Configure Checkbox Tag Parameters:
- Select the step containing the Check Box Tag.
- Open the Tag Parameters Panel.
Within the Checkbox Tag Parameters:
- Enter Title
- Enable Mandatory Feature
- Enable Proceed Automatically to Next Step Feature.
How to Execute Checkbox Tag in Sense
To execute the Check Box Tag, follow these steps
In Sense Web,
- Go to the step with Checkbox Tag.
- Click on the Check Box Icon to marked it as checked.
In Sense iOS,
- Go to the step with Checkbox Tag.
- Click on the Checkbox Icon to marked it as checked.
Note :
- To mark the Checkbox Tag as unchecked click on the checkbox icon again.
- Checkbox are indicated by green icon where the unchecked are indicated by gray color.