How to add a sequential task

Overview

Sequential tasks in a workflow proceed to the next phase only after the parallel tasks in the preceding phase are completed. With Spendflo, having sequential tasks helps ensure a structured and orderly progression through the workflow. Here is how a sequential task can be added within a workflow:

Adding sequential tasks to a workflow

Step 1. If an existing task is available in the subsequent phase, hover over it and click on the ‘+’ icon at the right of the first task.

Note: This task now becomes a sequential task, followed by the previous phase, and will only be able to proceed once all the parallel tasks have been completed.

Step 2. Alternatively, if a task is not already created or is newly created in the following phase, click the button ‘+ Add Task’ from a subsequent or previous phase to create a new task.

Step 3. Create a Task Name and description for the new task in the pop-up. Once added, click on 'Create Task' to proceed.

Note: 

1. If a new phase with a set of parallel tasks is created before or after an existing phase, the new set of tasks become sequential to the existing functions. However, the assigned users or task owners must complete all parallel tasks before proceed to the sequential functions.

2. Admins must add phases as the first step, before adding sequential tasks, followed by parallel tasks within each phase. 

This is how sequential tasks are created within a workflow. 

To learn more on deleting a task, click here.