--- title: "Manual Task" slug: "manual-task" updated: 2026-02-10T21:52:52Z published: 2026-02-10T21:52:52Z canonical: "docs.processmaker.com/manual-task" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Manual Task A Manual Task object represents an activity a person performs offline and/or in the physical environment such that ProcessMaker Platform cannot monitor its activity. A Manual Task object is different than a Form Task object, in which a person performs an activity via a [Screen](/v1/docs/screens). ProcessMaker Platform relies on the Task assignee to acknowledge completion of that activity. An example of a Manual Task activity is moving physical merchandise in a warehouse: this activity occurs offline and is one which does not involve ProcessMaker Platform interaction. --- ## Add a Manual Task to the Process Model **Permissions** Your user account or group membership must have the following permissions to configure a Manual Task Object in the Process model unless your user account has the **Make this user a Super Admin** setting selected: - Processes: Edit Processes - Processes: View Processes See the [Process](/v1/docs/permission-descriptions-for-users-and-groups#processes) permissions or ask your Administrator for assistance. Add a Manual Task object from one of the following locations in Process Modeler: - **Object Panel:** Located to the left of the Process Modeler, the Object Panel contains various process modeling objects. - **Object Bar:** Located at the bottom of the Process Modeler, the Object Bar contains [pinned](/v1/docs/process-modeler#pin-and-unpin-objects) Process modeling objects for quick access. Add from the Object panelAdd from the Object bar Follow these steps to add a Manual Task from the Object panel to the Process model: 1. Ensure that the Object panel is visible. If not, click the **Add** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b53bd9ac-8a24-4df1-831b-729bb7cfadc2.png) from the Object bar at the bottom. 2. Click the **Task** object ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/292759e6-5b1b-44f7-9f4f-60352ceaf04e.png) from the Object panel to select it. 3. Click the location in the Process model to place this object. Follow these guidelines when placing this object: - If your process has a Pool object, the object cannot be placed outside of the Pool. - To place this object between two existing objects, follow [these instructions](/v1/docs/sequence-flow-element#place-an-object-between-two-process-model-objects-already-connected-with-a-sequence-flow-element). 4. Click the **objects** drop-down menu, and then select the **Manual Task** option. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/05fb23b7-1812-4850-96a1-a3a770bbec21.png) The Manual Task object displays.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ed940177-271c-4e96-84a9-076a5df0dbe5.png) Follow these steps to add a Manual Task from the Object bar to the Process model: 1. Ensure that the object is pinned to the Object bar. If not, [see instructions to pin it](/v1/docs/process-modeler#pin-and-unpin-objects). 2. In the Object bar at the bottom center, click the object's icon. 3. Click the location in the Process model to place this object. Follow these guidelines when placing this object: - If your process has a Pool object, the object cannot be placed outside of the Pool. - To place this object between two existing objects, follow [these instructions](/v1/docs/sequence-flow-element#place-an-object-between-two-process-model-objects-already-connected-with-a-sequence-flow-element). 4. Click the **Objects** drop-down menu, and then select the **Manual Task** option. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/05fb23b7-1812-4850-96a1-a3a770bbec21.png) The Manual Task object displays.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ed940177-271c-4e96-84a9-076a5df0dbe5.png) **Add boundary events** After adding an object to a process, consider adding the following events to handle exceptions: - [Boundary Timer Event](/v1/docs/boundary-timer-event) element - [Boundary Error Event](/v1/docs/boundary-error-event) element - [Boundary Signal Event](/v1/docs/boundary-signal-event) element - [Boundary Conditional Event](/v1/docs/boundary-conditional-event) element - [Boundary Message Event](/v1/docs/boundary-message-event) element **Adjust location and appearance** - [Move a Process Model Object.](/v1/docs/process-modeler#move-process-model-objects) - [Connect Two Process Model Objects with a Sequence Flow Element.](/v1/docs/sequence-flow-element#connect-two-process-model-objects-with-a-sequence-flow-element) - [Customize the Appearance of a Process Model Object.](/v1/docs/customize-the-appearance-of-a-process-model-object) - [Copy Process Model Objects into the Clipboard.](/v1/docs/process-modeler#copy-process-model-objects-into-the-clipboard) - [Clone Process Model Objects Without the Clipboard.](/v1/docs/process-modeler#clone-process-model-objects) - [Delete Process Model Objects.](/v1/docs/process-modeler#delete-process-model-objects) ## Replace a Manual Task Object with a Different Task Type or Sub Process Object After a Manual Task object is [added to a Process model](/v1/docs/manual-task#add-a-manual-task-element), you may replace it with a different Task type or a Sub Process object: - [Form Task](/v1/docs/form-task) object - [Script Task](/v1/docs/script-task) object - [Sub Process](/v1/docs/sub-process) object The selected Manual Task object is replaced by the default settings and color of the replacing object. Follow these steps to replace a Manual Task object with a different Task type object or a Sub Process object: 1. Select the Manual Type object to change to another object. Available options display above the selected object. 2. Click the **Objects** icon. The **Objects** drop-down menu displays the Task type **object**s and the Sub Process object. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/00bd2b2c-4855-40dc-8981-65dcf9d05b4b.png) 3. Select the object to replace the Manual Task object. The **Change Type** screen displays to confirm replacing the currently selected object. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ae3b51ae-7f5e-4017-8c44-d2088d8e48fa.png) 4. Click **Confirm**. The new object replaces the Manual Task object with its default settings and color. ## Preview the Screen for the Task After a Manual Task object is [added to a Process model](/v1/docs/form-task#add-a-form-task-element) and [selected the Screen for the Task](/v1/docs/manual-task#select-the-screen-for-the-manual-task), you may preview the associated Display Screen, which allows you to interact with and verify the Screen content in the same Process Modeler. Follow these steps to preview the associated Display Screen from a Manual Task object: 1. Select the Manual Task object to preview the associated Screen. Available options display above the selected object. 2. Click the **Preview** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b305f85e-b993-4dd9-9dc0-6f43bdf096bc.png). A preview window displays on the right-side of the Process Modeler. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f141f4d4-d56a-4011-bace-5c3af5126ca7.png) Previewing the Screen for a Manual Task object 3. In the Preview window, you can do the following: - Click the icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/881109be-1d03-451f-b385-b37c7e7fdb9a.png) to open the [Screen Builder](/v1/docs/screen-builder) to edit the Screen. - Click the icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/56c5bf12-77f8-4953-8f45-33385a9b2d1a.png) to close the preview window. - Click another Task or connector object to change the asset in the same preview window. 4. The following message displays if you try to preview a task with no associated screens.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/eb717eac-a181-4d39-bbf8-bae07bee6ca2.png) --- ## Settings The Manual Task object has the following panels that contain settings: - [**Properties**](/v1/docs/manual-task#properties-panel-settings) panel - [**Loop Activity**](/v1/docs/manual-task#loop-characteristics-panel-settings) panel - [**Documentation**](/v1/docs/manual-task#documentation-panel-settings) panel - [**Assignment Rules**](/v1/docs/manual-task#assignment-rules-panel-settings) panel - [**Notifications**](/v1/docs/manual-task#notifications-panel-settings) panel - [**Advanced**](/v1/docs/manual-task#advanced-panel-settings) panel --- ### Properties Panel Settings The Manual Task object has multiple settings in the **Properties** panel: #### Edit the object Name An object name is a human-readable reference for a Process object. Process Modeler automatically assigns the name of a Process object with its object type. However, an object's name can be changed. Follow these steps to edit the name for a Manual Task object: 1. Select the Manual Task object from the Process model in which to edit its name. 2. Expand the **Configuratio**Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). The **Name** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/2282f863-3a0f-4f9c-868d-e69f9f730d26.png) 3. In the **Name** setting, edit the selected object's name and then press **Enter**. #### Select the Task Destination Specify the destination to which users are redirected after completing a task. By default, users return to their original access point, such as a task list, dashboard, or previous page. You can override this behavior to redirect users to locations such as the process LaunchPad, a specific dashboard, or an external URL. Follow these steps to select a object destination: 1. Select the Form Task object from the Process model. 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/setting.png) icon to view the **Configuration** panel. 3. From the **Task Destination** drop-down menu, select the page to display after a user completes this task. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(281).png) 4. Select one of the the following options. Selecting a destination object other than **Task Source** will render the **Display Next Assigned Task to the Task Assignee** feature unusable since the object will have an alternate destination. - **Task Source (Default):** This option redirects the user to the original access point where the task started. - **Task List:** This option redirects the user to the [Task](/v1/docs/tasks#view-tasks) list. - **Process Launchpad:** This option redirects the user to the [Process Launchpad](/v1/docs/process-launchpad). - **Welcome Screen:** This option redirects the user to the [Participant Welcome Screen](/v1/docs/participant-welcome-screen). - **Custom Dashboard:** This option redirects the user to a [dashboard](/v1/docs/dashboards). After selecting **Custom Dashboard**, a dropdown menu appears below to select the desired dashboard. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(282).png) - **External URL:** This option redirects the user to an external URL. After selecting **External URL**, a dropdown menu appears below to enter the URL. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(283).png) --- **Display Next Assigned Task** Use the **Display the Next Assigned Task** option to automatically take the user to the next task if it is assigned to them. If the next task is assigned to a different user, then the [**To Do Tasks**](/v1/docs/tasks) page displays after Task completion. 1. Select the **Display the Next Assigned Task** option. 2. From the **Screen Interstitial** setting, select the Screen to display after this Task completes and before the next Task begins. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(341).png) **Benefits of Using Interstitial Screens** - **Smooth Task Transitions:** Display a loading screen (e.g., *"Loading your next Task"*) while a request routes to the next form-based Task. - **Prevent Abrupt Endings:** If a script task is followed by an end event, show a summary screen instead of abruptly ending the request. #### > [!NOTE] > Note: > > - Task Destination setting applies whether the user is completing the task while logged into ProcessMaker or as an anonymous user through a web entry. > - If an Interstitial Screen follows a **Web Entry Start Event** in a child request, it cannot redirect back to the parent request—only to tasks within the child request. #### Select the Screen for the Manual Task When a Manual Task object triggers, a [Screen](/v1/docs/screens) can display instructions or information in its [Task summary](/v1/docs/open-a-task#task-form) so its Task assignee can perform the manual Task. The Screen must be of Display type. When a Manual Task object is placed into a Process model, it is not configured to display a Screen when it triggers. Therefore, it must be configured. Follow these steps to select the Screen that displays when a Manual Task object triggers: 1. Select the Manual Task object from the Process model in which to select the Screen that displays when that Manual Task object is triggered, thereby providing instructions or information to the Task assignee. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this object display. 3. Expand the **Configuration** panel if it is not presently expanded, and then locate the **Screen for Input** setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/bf8cb9f9-5b5d-4913-a818-a4243543ac04.png) 4. Do one of the following: - From the **Screen For Input** drop-down menu, select which Screen that Manual Task object references. After a Screen is selected, the **Open Screen** link displays. - Click the **Create a new screen** link. A new browser window opens to [create a new Screen](/v1/docs/create-a-new-screen). After creating the Screen, the **Screen for Input** drop-down menu automatically populates with the created Screen. Otherwise, be sure to select the new Screen in the **Screen For Input** drop-down menu. 5. Optionally, click the **Open Screen** link to view and/or edit your selected Screen. Note that your user account must have appropriate [Screen category](/v1/docs/permission-descriptions-for-users-and-groups#screens) permissions to view and/or edit the selected Screen. #### Add a Placeholder for the Slideshow Mode The Slideshow Mode makes it easy for process designers to share the design of a process with all stakeholders, regardless of whether they have access to the ProcessMaker Platform. For more information on how to create slideshows for a process, see Slideshow Mode. Follow these steps to add a placeholder image for the [Slideshow Mode](/v1/docs/slideshow-mode): 1. Select the Form Task object from the Process model. 2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(250).png) icon to view the **Configuration** panel. 3. From the **Placeholder for Slideshow** section, click on the **+Drag or click here** button to upload an image. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(251).png) 4. A preview of the image will display, and the configuration will be auto-saved. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(252).png) 5. The uploaded image will be shown for this task the next time the slideshow is viewed. > [!NOTE] > - Size of a placeholder image for slideshows must less than 2 MB. > - Image files with PNG, JPG, JPEG, and GIF extensions are supported. --- ### Loop Characteristics Panel Settings Use the **Loop Activity** panel settings to specify how to perform multiple instances of this object. The following loop modes are available: #### No Loop Mode Select the **No Loop Mode** option to perform this object's Task only once. Follow these steps to specify characteristics to perform multiple instances of the Task:‌ 1. Select the Task from the Process model. Panels to configure this object display. 2. Expand the **Loop Activity** panel. By default, the **Loop Mode** setting is set to **No Loop Mode** and the function is performed only once. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(291).png) #### Loop Select the **Loop** option to sequentially repeat this Task's function multiple times until an exit condition is `True`. This is useful when a function should be performed multiple times with the same set of data, such as, processing a credit card payment. This loop mode has the following characteristics: - The Task's function is repeated until the exit condition is `True` or the maximum iterations limit is reached. - At any given time, only one instance of the Task is active. The subsequent instance does not begin until the current instance completes. - The same exit condition evaluates at the end of each instance; however, value(s) of the Request variable(s) used in the exit condition can change during an instance resulting in the exit condition to eventually evaluate as `True`. - If any one instance of that function does not complete, workflow pauses. - All active instances are terminated if an interrupting boundary-type event object triggers.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/load.png) An object configured in this mode shows the **Loop** icon in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the Task:‌ 1. Select the Task from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop** Mode Setting. 3. From the **Loop Mode** setting, select the **Loop** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(292).png) 4. In the **Maximum Iterations** setting, enter an integer value representing the maximum number of times this Task should be performed. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. #### Multi-instance (Sequential) Select the **Multi-instance (Parallel)** option to perform this Task's Task multiple times in parallel a fixed number of times. This is useful when performing any action in bulk, such as sending an email to several people. This loop mode has the following characteristics: - Instances of the Task are governed by the size of an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respective array index. - All instances begin simultaneously when this Task triggers; however, they perform their function independently of each other. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event object triggers. - A Task configured in this mode shows the Multi-instance (Parallel) icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/lines.png) in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the Task:‌ 1. Select the Task from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Multi-instance (Parallel)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(293).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array**. #### Multi-instance(Sequential) Select the **Multi-instance (Sequential)** option to perform this Task's function multiple times sequentially a fixed number of times or until an exit condition is `True`. This is useful when sequentially repeating a function multiple times but with a different set of data each time. This loop mode has the following characteristics: - Instances of the function are governed by the size an array-type Request variable where a new instance is created for each item in this variable. For example, an array with 10 items will create 10 parallel instances of this function that each contains data from its respect array index. - At any given time, only one instance of the function is active. The subsequent instance does not begin until the current instance completes. - At the end of each instance an exit condition evaluates and the loop activity halts if the exit condition is `True`. - The function as a whole completes when all instances are complete. - The output from each instance can either be saved in the source Request variable or a new array-type Request variable. - All active instances terminate if an interrupting boundary-type event object triggers. - A Task configured in this mode shows the Multi-instance (Sequential) icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/setting(4).png)in Process Modeler. Follow these steps to specify characteristics to perform multiple instances of the Task:‌ 1. Select the Task from the Process model in which to specify multiple instance characteristics. Panels to configure this object display. 2. Expand the **Loop Activity** panel to display the **Loop Mode** Setting. 3. From the **Loop Mode** setting, select the **Multi-instance (Sequential)** option. The settings for this loop mode display: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(294).png) 4. In the **Request Variable Array** setting, enter the name of an array-type Request variable. The size of this array will determine how many times this loop iterates. 5. In the **Exit Condition** setting, enter a condition in FEEL syntax. When this condition is True the loop activity is halted. 6. In the **Output Data Variable** setting, enter the name of an array-type Request variable in which to store the results of all instances. Each instance of the loop saves to a separate JSON object within the array of the specified Request variable. If the **Output Data Variable** setting is not configured, then the output data replaces the source data in the **Request Variable Array**. --- ### Documentation Panel Settings Describe the object's purpose and how it functions in the Process. This description does not affect Requests for the Process, but may be useful for Process model maintenance such as how the object is configured. Edit information by using the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor. A Process's entered documentation displays by selecting the [**View Documentation** icon for that Process](/v1/docs/view-documentation-for-a-process). #### Edit the Object Documentation Follow these steps to edit the description for an object: 1. Select the object from the Process model in which to edit its description. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this object display. 3. Expand the **Documentation** panel if it is not presently expanded. The **Description** setting displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0ae29c4d-b5c9-47ac-aab4-c4f5bc38f6b0.png) 4. In the **Description** setting, edit the information to display when viewing documentation for this object and then press **Enter**. Alternatively, use the What-You-See-Is-What-You-Get (WYSIWYG) rich text editor to stylize your text by clicking the **More** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/4dc2f3ef-9351-4dee-8fc1-291eacf9c3ab.png). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/88b2745f-5b70-4506-9647-bf7812f50a90.png) Follow these guidelines to use the WYSIWYG rich text editor to stylize your text: - **Undo changes:** Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b24fb446-a91d-493b-9335-acaec3101e91.png)icon to undo the last action. - **Redo changes:** Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/dff48403-638e-4f2b-9878-c31c00a2eb6c.png)icon to redo the last undone action. - **Insert/Edit Link**: Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/17bc5d8b-5cc0-48f3-9600-0b6035bf47da.png)icon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink: 1. Select the required text from the Rich Text control. 2. Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/17bc5d8b-5cc0-48f3-9600-0b6035bf47da.png)icon. The **Insert/Edit Link** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/afb21d18-96d3-4643-a3ba-ca0dc6463664.png) 3. In the **URL** setting, enter the destination URL. 4. In the **Text to display** setting, edit or enter the text displayed in the Rich Text control. 5. In the **Title** setting, enter the text to display when a user hovers over the displayed text. 6. From **Open link in…** drop-down menu, select one of these options: - **New window**: Select this option to open the destination page in a new browser window. - **Current window**: Select this option to open the destination page in the current browser window. - **Insert/Edit Image:** Click on the **Insert/Edit Image** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0f974fea-fcb9-44eb-ae6f-a29503d958e0.png)to insert an image. Follow these guidelines: 1. Click on the **Insert/Edit Image** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/0f974fea-fcb9-44eb-ae6f-a29503d958e0.png). 2. The **Insert/Edit Image** screen displays: ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/b601ce15-fa55-4bb8-9d0f-973415074019.png) 3. In the **Source** setting, enter a URL for the image. 4. In the **Alternative Description** setting, enter the text to display if the source URL of the image is not accessible. 5. In the **Width** setting, enter the maximum width for the image. 6. In the **Height** setting, enter the maximum height for the image. 7. Toggle the **Constrain Proportions** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5456d735-e3e6-4740-bc3a-3852029c4f07.png)to maintain the width-height ratio of the image to its original proportion. 8. Click **Save**. - **Insert Page Break for PDF:** Click on the **Insert Page Break for PDF** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/bef34f48-1a29-4c50-88ce-d12ad9e43cbe.png)to insert a page break when a PDF document is created for this documentation if your browser supports this feature. - **Format text**: Follow these guidelines to format text: - **Headings**: From the **Paragraph/Formats** menu, select **Headings** and then select a heading size. - **Bold:** Do one of the following: - From the editor toolbar, select the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/7e89b1fc-7b70-4474-9f90-99a7413f3749.png)icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Bold**. - **Italics:** Do one of the following: - From the editor toolbar, select the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8cfa39cf-5029-4d58-b95d-21ca614be789.png)icon. - From the **Paragraph/Formats** menu, select **Inline** and then **Italic**. - **Underline**: From the **Paragraph/Formats** menu, select **Inline** and then **Underline**. - **Strikethrough**: From the **Paragraph/Formats** menu, select **Inline** and then **Strikethrough**. - **Superscript**: From the **Paragraph/** **Formats** menu, select **Inline** and then **Superscript**. - **Subscript**: From the **Paragraph/Formats** menu, select **Inline** and then **Subscript**. - **Code**: From the **Paragraph/Formats** menu, select Inline and then **Code**. - **Paragraph**: From the **Paragraph/Formats** menu, select **Blocks** and then **Paragraph**. - **Blockquote**: From the **Paragraph/Formats** menu, select **Blocks** and then **Blockquote**. - **Division**: From the **Paragraph/Formats** menu, select **Blocks** and then **Div**. - **Preformatted**: From the **Paragraph/Formats** menu, select **Blocks** and then **Pre**. - **Change text color**: Use the **Text Color** drop-down to change text color. Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e5c845c8-6942-4c71-8000-9f3a35e84328.png)icon. The color palette displays. Do one of the following: - Select one of the color swatches from the color palette. The selected text changes to that color. - Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/96647ac4-6cdf-4152-8273-d4444f2cd911.png)icon to select a custom color from the **Color Picker**. - Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/7e6b6374-59ca-4789-9a84-ef6e99c024dd.png)icon to reset the text to its default color. - **Align text**: Follow these guidelines to align text: - **Left align:** Do one of the following: - From the editor toolbar, use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/7c86168f-32b9-4128-bee7-c06fa02c05d4.png)icon to left-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Left**. - **Center align:** Do one of the following: - From the editor toolbar, use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/c8081f15-4a15-40c2-89a0-9168722623ce.png)icon to center-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Center**. - **Right align**: Do one of the following: - From the editor toolbar, use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/df3def01-3eee-4c96-b0b8-299e480427ca.png)icon to right-align text. - From the **Paragraph/Formats** menu, select **Align** and then **Right**. - **Justify**: Do one of the following: - From the editor toolbar, use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8f48e6e4-d57f-421c-9c78-137470ff3981.png)icon to justify text. - From the **Paragraph/Formats** menu, select **Align** and then **Justify**. - **Insert a bullet list**: Use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/83a3cfc0-abd8-4e3d-ac01-652b4fd3fc83.png)icon to format text as a bulleted list. - **Insert a numbered list:** Use the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/78c8290a-7223-4e7b-837e-8311d3deacb2.png)icon to format text as a numbered list. - **Indent text**: Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6e274ee7-c572-4398-839e-ef22a68401c8.png)icon to increase text indenting. - **Outdent text:** Click on the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e8a3ee13-44c3-4151-9e65-573ee1f4f6e5.png)icon to decrease text indenting. --- ### Assignment Rules Panel Settings Select a task recipient and configure task re-assignment options. #### Select to Whom to Assign the Manual Task Instead of [assign the Task's assignee using one or more rules](/v1/docs/manual-task#select-to-whom-to-assign-the-task), select to whom to assign a manual Task: - **Users and/or groups:** Assign that Task randomly to one user from a specified set of users and/or group members. ProcessMaker Platform assigns the Task to one user randomly. If that Task is not configured to allow that Task assignee to reassign that Task, then that person must complete that Task. - **Previous Task assignee:** Assign that Task to the previous Task assignee in that Request's workflow. - **Request starter:** Assign that Task to the user that started the Request. - **Process Variable:** Assign the Task to a user or group based on the value of a [Request variable](/v1/docs/request-variable). - **Process Manager:** That Task assigns to the [Process Manager](/v1/docs/process-management#who-is-a-process-manager) when all other configured assignment conditions do not occur. Optionally, affect how an assigned Task can route after the initial assignment: - **Self service:** Use the self-service Task option to allow [self-service Task assignment](/v1/docs/self-assign-tasks-from-a-queue). Doing so allows any member in a specified group assigned that Task to self-assign the Task from a queue. Note that the self-service Task option is not available unless assigning a Task to a user, group, via a Request variable, or rule expression. - **Lock user assignment:** Use the Lock User Assignment option to assign this Task to the same Task assignee if workflow in that Request returns to this Task. If the initial Task assignee was a member of a group, the Task is reassigned to the same group member. This option is useful if the initial Task assignee in the Request might need to provide clarification regarding information that Request participant initially submitted in that Task. - **Allow reassignment:** Enable the Allow Reassignment option to allow the Task assignee to reassign the Task if necessary. When using the Allow Reassignment option, the **Reassign button** displays in the Task summary to allow that Task assignee to reassign that Task. See [View a Task Summary](/v1/docs/open-a-task). - **Allow manager escalation:** Use the Allow Manager Escalation option to allow users to manually assign this Task to their manager. When this option is enabled, the **Escalate to Manager** button appears when viewing a Task's summary. - **Assign to manager:** Use the Assign to Manager option to assign that Task to the manager of that assignee's manager. As part of the Advanced User, an Administrator can configure the manager for each user. The user account for that Task assignee must be [configured from each user's account](/v1/docs/edit-a-user-account#edit-user-settings) to route that Task to the assignee's manager. If this Manual Task object is configured to assign the Task to an anonymous person who started this Request via [Web Entry](/v1/docs/form-task#web-entry-panel-settings), the settings described below are disabled because these Manual Task object settings only configure which authenticated user(s) may assigned this Task. Therefore, to configure these settings, either disable Web Entry or select that authenticated users may start Requests from this object via Web Entry. See [Web Entry Panel Settings](/v1/docs/form-task#web-entry-panel-settings). To allow the same anonymous person who started that Request or which authenticated users may be assigned the Manual Task object's Task via a published URL, do not configure those persons from the **Assignment Rules** panel. Configure those persons from the [**Web Entry** panel](/v1/docs/form-task#web-entry-panel-settings). Follow these steps to select to whom to assign the Task that is referenced in a Manual Task object: 1. Select the Manual Task object from the Process model in which to select the Task assignee. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this object display. 3. Expand the **Assignment Rules** panel if it is not presently expanded. The **Assignment Type** setting displays. The **Request Starter** option is the default, thereby affecting options below it. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/9975d610-9dc3-459e-8cd6-065f0cf56111.png) 4. From the **Assignment Type** drop-down menu, select one of the following options: - **Users / Groups:** Select **Users/Groups** to assign the Task to a specified user or randomly to a group member. When this option is selected, the **Assigned Users/Groups** drop-down menu displays below the **Assignment Type** drop-down menu. Notice that the **Self Service** toggle key is available. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/11703fbb-d7fb-4a82-8bd8-f1279ee1d5fe.png) From the **Assigned Users/Groups** drop-down menu, select the person's full name or the name of a group as the Manual Task object's assignee. The Task is assigned following this protocol: - **One user:** The Task is assigned to the selected user. - **One or more users and/or group(s):** The Task is assigned randomly to one of those users or group members. The exception is if the **Self Service** toggle key is enabled, then the Task remains unassigned, in a queue, for one of those users to [self-assign from the **Self Service** Task page](/v1/docs/self-assign-tasks-from-a-queue). - **Previous Task Assignee:** Select **Previous Task Assignee** to assign the Task to who was assigned the previous Task in this Request. The **Self Service** toggle key is not available since the Task has a specific assignee. - **Request Starter:** Select **Request Starter** to assign the Task to the Request starter. This is the default option. The **Self Service** toggle key is not available since the Task has a specific assignee. - **Process Variable:** Select **Process Variable** to assign the Task determined by the value of a Request variable. The entered Request variable(s) may be one or both of the following: - **Variable Name (Users):** In the **Variable Name (Users)** setting, enter the Request variable that contains the user ID(s) for one or more users who might be assigned this Task. If more than one user ID is included the Request variable's value, then the Task is assigned randomly to one of those users. The exception is if the **Self Service** toggle key is enabled, then the Task remains unassigned, in a queue, for one of those users to [self-assign from the **Self Service** Task page](/v1/docs/self-assign-tasks-from-a-queue). - **Variable Name (Groups):** In the **Variable Name (Groups)** setting, enter the Request variable that contains the group ID(s) in which its members may be assigned this Task. The Task is assigned randomly to one of those users. The exception is if the **Self Service** toggle key is enabled, then the Task remains unassigned, in a queue, for one of those users to [self-assign from the **Self Service** Task page](/v1/docs/self-assign-tasks-from-a-queue). ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/5c71fe35-d901-45e5-b4e0-a42a30262c95.png) - **Rule Expression:** Select **Rule Expression** to assign the Task's assignee using one or more rules. The rule expressions follow the Friendly Enough Expression Language (FEEL) syntax described in [Expression Syntax Components](/v1/docs/feel-expression-syntax). Notice that the **Self Service** toggle key is available. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/211ca346-3125-4300-94c9-74a7bbc864af.png) Each rule can only have one expression, but by using logical operators multiple conditions can be specified in that expression. You may use multiple rules to better confine the condition(s) to whom to assign the Task. You may use [Magic Variables](/v1/docs/magic-variables) in your expression syntax. To add an expression, click the add![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/650f2b4b-4b04-4d43-a71b-1c3da888f7d8.png)button. The **Add FEEL Expression** settings display. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/2e610d80-9de4-4d99-98e7-cb7409114050.png) Follow these step to define an expression: 1. In the **FEEL** **Expression** setting, enter or edit the expression that determines that Manual Task object's Task assignee using the syntax components described in Expression Syntax Components, and then press **Enter**. 2. From the **Assign to User/Group** drop-down menu**,** select the user or group to whom to assign that Task if the expression in the **FEEL Expression** setting evaluates as True. 3. From the **Default Assignment** drop-down menu, select a user or group to assign that Task to if none of the expressions evaluate as True. - **Process Manager:** Select **Process Manager** to assign the Task to the Process Manager. [Ensure to configure the Process Manager for this Process](/v1/docs/configure-general-process-settings). 5. Enable the **Self Service** toggle key to allow [self-service Task assignment](/v1/docs/self-assign-tasks-from-a-queue). Doing so allows any member in a specified group assigned that Task to self-assign any Task from a queue. Note that the Self Service toggle key is not available unless the **Users / Groups**, **Process Variable**, or **Rule Expression** options are selected from the **Assignment Type** setting. 6. Enable the **Assign to Manager** toggle key to assign that Task to the manager of that assignee's manager. As part of the Advanced User, an Administrator can configure the manager for each user. The user account for that Task assignee must be [configured from each user's account](/v1/docs/edit-a-user-account#edit-user-settings) to route that Task to the assignee's manager. 7. Enable the **Lock User Assignment** toggle key to assign this Task to the same Task assignee if workflow in the Request returns to this Task. If the initial Task assignee was a member of a group, the Task is reassigned to the same group member. This option is useful if the initial Task assignee in the Request might need to provide clarification regarding information that Request participant initially submitted in that Task. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/d8f9db10-2f26-4deb-a8f5-0e264d04e774.png) 8. Enable the **Allow Reassignment** toggle key to allow the Task assignee to reassign the Task if necessary. If the **Allow Reassignment** option is enabled, the **Reassign** button displays in the Task summary to allow that Task assignee to reassign that Task. See [View a Task Summary](/v1/docs/open-a-task). 9. Enable the **Escalate To Manager** toggle key to automatically reassign this Task to the Task assignee's manager. As part of the Advanced User, an Administrator can configure the manager for each user. 10. Enable the **Assignee Manager Escalation** toggle key to automatically reassign this Task to the Task assignee's manager. As part of the Advanced User, an Administrator can configure the manager for each user. > [!NOTE] > If you enable the **Allow Reassignment** option, ensure that this Task is assigned to more than one user or to a group. Otherwise, despite the availability of the **Reassign** button in the Task summary, that Task assignee has no users to which to reassign this Task unless that user started that Request. --- ### Notifications Panel Settings Configure when to send task notifications. Task notifications are shown in ProcessMaker Platform and can be accessed using the Notifications ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(297).png) icon on the top right the screen. Task notifications can be sent to the following users: - **Requester:** This is the user who started the process. - **Task assignee:** This is the user to whom the task is currently assigned. - **Request participants:** All users you have participated in the process. - **Process Manager:** The user set as the [Process Manager in process configuration](/v1/docs/edit-the-process-model-information). > [!NOTE] > - A copy of these notifications are also sent as automated emails to users. To disable these emails, see User Profile Setting. > - To setup custom email notifications, see [email notifications for Tasks](/v1/docs/form-task#set-email-notifications). #### Set Task Notifications Task notifications can be sent to particpants when following events occur. | Task Notifications | | --- | | **Assigned** | Send a notification when this task is assigned or reassigned. | | **Completed** | Send a notification when this task is completed | | **Due** | Send a notification when this task is due. | | | | Follow these steps to set Task notifications in a Form Task object: 1. Expand the **Notifications** panel. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/image(342).png) 2. From the **Requester** settings, set Task notifications for the Requester. 3. From the **Assignee** settings, set Task notifications for the assignee of the current task. The **Assigned** and **Due** notifications are enabled by default for task assignees. 4. From the **Participant** settings, set Task notifications for all process participants. 5. From the **Process Manager** settings, set Task notifications for the [Process Manager](/v1/docs/process-manager). --- ### Advanced Panel Settings #### Edit the Node's Identifier Value Process Modeler automatically assigns a unique value to each Process node added to a Process model. However, a node's identifier value can be changed if it is unique to all other nodes in the Process model, including the Process model's identifier value. > [!WARNING] > All identifier values for all nodes in the Process model must be unique. Follow these steps to edit the identifier value for a Manual Task object: 1. Select the Manual Task object from the Process model in which to edit its identifier value. 2. Ensure that the **Configuration** panel displays. If not, [show it](/v1/docs/show-configuration-settings-for-a-process-model-object). Panels to configure this object display. 3. Expand the **Advanced** panel if it is not presently expanded. The **Node Identifier** setting displays. This is a required field. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/bbeb9340-f2fe-402c-a2ae-a78f631200a8.png) 4. In the **Node Identifier** setting, edit the Manual Task object's identifier to a unique value from all nodes in the Process model and then press **Enter**.