Feature Highlight: Mobile Easy Task Approval
Today, I want to highlight a very useful feature that Nintex provides for its workflow customers. Task approval using the mobile client.
Many tasks require you to read a lot of context in order to make a decision, so it makes sense to know exactly what you’re approving/rejecting/passing for more information.
However, there are those simple, quick requests with a simple outcome:
- Have you reviewed this?
- Is action required?
- Etc.
Let me show how you can use Easy Task Approval to ask and answer a simple request via Workflow
In the example below, we have a task assigned to a Manager to confirm that they have carried out and employee review.
We will need a workflow with an Assign Flexi Task action included. The most important part of this task will be the Task Name section. This needs to be intuitive and simple to understand.
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‘Workflow Task’ does not really help the end user make a quick decision here, so we need to change that. We will use the Insert Reference in the Task Name to make that easier.
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We also need to make the Outcomes make sense here. These are the Easy Approval options.
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Now that we have our Tasks and Outcomes clearly defined, we can use Nintex Mobile to quickly make task decisions.
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