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Tasks in Chamelio are action items generated by Flows that require human review, approval, or completion. The Tasks page provides a centralized workspace for managing all Flow-generated tasks, tracking their status, and ensuring timely completion.

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What are Tasks?

Flow-Generated Action Items

Tasks are automated action items created by Flows when human input, approval, or review is required. They bridge automation with human decision-making.
Tasks are created when Flows encounter steps that require:
  • Human Review: Documents or data requiring manual verification
  • Approvals: Decisions needed from specific users or roles
  • Data Input: Information that must be manually provided
  • Custom Actions: Specialized steps requiring human expertise

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Accessing Tasks

1

Navigate to Tasks

Go to Flows > Tasks in the main navigation
2

View Your Tasks

See all tasks assigned to you or your team
3

Filter and Sort

Organize tasks by status, priority, due date, or Flow
4

Complete Tasks

Take action on tasks directly from the Tasks page

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Task Properties

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Essential Task Information

Every task includes:

Task Title

Clear description of what needs to be done

Assigned Owner

Person responsible for completing the task

Due Date

Deadline for task completion

Priority Level

Urgency: Low, Medium, High, or Critical

Status

Current state: Pending, In Progress, Completed

Source Flow

Which Flow generated this task

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Task Types

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Approval Tasks

Created by: Approval steps in FlowsPurpose: Request user approval for documents, contracts, or decisionsActions:
  • Approve: Proceed with Flow execution
  • Reject: Stop or redirect Flow
  • Request Changes: Return with feedback
Example: “Approve vendor contract exceeding $100K threshold”

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Review Tasks

Created by: Agent or Negotiate steps requiring reviewPurpose: Human review of AI-generated analysis or documentsActions:
  • Review content
  • Provide feedback
  • Mark as reviewed
  • Request revisions
Example: “Review AI-generated contract summary for accuracy”

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Collection Tasks

Created by: Collect steps requiring additional dataPurpose: Gather missing information needed for Flow continuationActions:
  • Fill in required fields
  • Upload documents
  • Provide context
  • Submit collected data
Example: “Provide missing party contact information for contract”

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Custom Tasks

Created by: Customization steps in FlowsPurpose: Modify task properties or perform specialized actionsActions:
  • Update task details
  • Reassign ownership
  • Adjust due dates
  • Change priority levels
Example: “Update contract review priority based on urgency”

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Managing Tasks

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Task Workflow

1

Task Created

Flow generates task and assigns to appropriate owner
2

Notification Sent

Owner receives notification via email, Slack, or in-app
3

Owner Takes Action

Complete the required task action
4

Flow Continues

Flow resumes execution based on task outcome

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Task Views and Filters

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Default Views

Tasks assigned to you
  • Pending tasks requiring action
  • In-progress tasks you’re working on
  • Recently completed tasks

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Filtering Options

By Status

  • Pending
  • In Progress
  • Completed
  • Overdue

By Priority

  • Critical
  • High
  • Medium
  • Low

By Source

  • Specific Flows
  • Task types
  • Creation date
  • Assignee

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Task Actions

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Available Actions

Finish the task and provide any required outputs:
  • Mark task as complete
  • Provide completion notes
  • Upload deliverables
  • Trigger next Flow step
Transfer task ownership to another user:
  • Select new assignee
  • Add transfer reason
  • Notify new owner
  • Maintain audit trail
Modify task properties as needed:
  • Change due date
  • Adjust priority
  • Add notes or context
  • Attach related documents
Escalate or seek assistance:
  • Tag relevant users
  • Add clarifying questions
  • Request deadline extension
  • Escalate to manager

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Task Notifications

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Notification Triggers

Tasks generate notifications for:
  • New Assignment: When task is created and assigned
  • Due Date Approaching: Reminders before deadline
  • Overdue: Alerts when past due date
  • Status Changes: Updates on task progress
  • Comments Added: When someone adds context
  • Reassignment: When ownership changes

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Notification Channels

Configure notification preferences in Settings to choose how you receive task alerts
Available Channels:
  • Email notifications
  • Slack direct messages
  • In-app notifications
  • Microsoft Teams messages

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Task Analytics

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Performance Tracking

Completion Rates

Track percentage of tasks completed on time

Average Completion Time

Measure how long tasks typically take

Overdue Tasks

Monitor tasks past their due date

Task Volume

Track task creation and completion trends

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Best Practices

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Task Management

Review your tasks daily to ensure timely completion and prevent Flow bottlenecks
Recommendations:
  1. Prioritize Effectively: Focus on critical and overdue tasks first
  2. Set Realistic Due Dates: Allow adequate time when creating tasks in Flows
  3. Provide Clear Context: Include all necessary information in task descriptions
  4. Use Bulk Actions: Process similar tasks together for efficiency
  5. Monitor Team Workload: Distribute tasks evenly across team members
  6. Document Decisions: Add notes explaining task outcomes for audit trail

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Avoiding Bottlenecks

  • Delegate Appropriately: Assign tasks to the right person from the start
  • Enable Auto-Escalation: Set up rules for overdue tasks
  • Clear Blockers: Address impediments preventing task completion
  • Regular Reviews: Check task status in team meetings
  • Adjust Flows: Modify Flows that generate too many tasks

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Integration with Flows

Create Tasks

Learn how to add task-generating steps to your Flows

Customize Tasks

Configure task properties in Flow builder

Approval Workflows

Set up approval tasks in Flows

Task Automation

Automate task-related actions with Automations

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Getting Started

1

Check Your Tasks

Navigate to Flows > Tasks to see current assignments
2

Complete a Task

Take action on a pending task to see the Flow continue
3

Configure Notifications

Set up notification preferences in Settings
4

Set Up Escalation

Create escalation rules for overdue tasks
5

Review Analytics

Monitor task completion metrics for your team

Need Help?

Contact support for assistance with task management