Onestop Administration Portal
  • Onestop Admin
  • Getting Started with Onestop
  • Managing Services
    • The Basics of a Service
    • Building the Workflow
      • Adding a step to your workflow
      • User Task Types
      • Service Task Types
      • Managing Stages
      • Tutorial - Example Workflow
    • Managing Forms
      • Using the Form Builder
        • Form Field Types
        • Field Validators
        • Field Dependencies
        • Form Submission Identifiers
        • Field Tags
        • Linked Fields
      • Sharing Form Submission Links
    • Configuring Workflow Notifications
    • Configuring Billing
      • Billing Task
      • Payment Task
      • Configuring Payment Forms
    • Document Templates
      • Creating Document Templates
      • Using the Document Template Editor
      • Designing a Document Layout
      • Using Document QR Codes
    • Context Tags
    • Managing Workflow Access for Teams
    • Advanced Settings
  • Databanks
    • Databanks and Datasets
    • Creating a Databank
    • Creating Datasets
    • Adding Data to Datasets
    • Using Datasets
  • Portals
    • Managing Portals
    • Configuring Mail Servers
    • Creating a New Portal
    • Managing 2-Step Verification
    • Customizing Portal Menus
  • Teams
    • Managing Teams and Permissions
    • Creating User Accounts for Workers
  • Organization & Departments
    • Managing Departments
  • Appendix
    • Tips and Techniques
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On this page
  • Forward Transition Task
  • Assessment Task
  • Digital Signing Task
  • Billing Task
  • Payment Task
  • Payment Confirmation Task
  • Resubmission Task
  1. Managing Services
  2. Building the Workflow

User Task Types

PreviousAdding a step to your workflowNextService Task Types

Last updated 2 years ago

Forward Transition Task

A forward transition task is a user task that simply activates the next step in the workflow. In other words, it moves the workflow from one step to the next.

Assessment Task

An assessment task avails an assessment form to a worker or client for them to be able to provide some input before the workflow can proceed.

Digital Signing Task

A digital signing task allows users to sign a document generated by OneStop using legally binding digital signatures by authorized providers such as .

OneStop currently only supports by default.

It is important to note that all signing tasks will incurr an extra charge for every signature made by your users.

Billing Task

A billing task allows a worker to generate an invoice for payment.

Payment Task

A payment task is a user task that requires a payment to be made and must be preceded by a billing task, whether user based or automated.

Payment Confirmation Task

A payment confirmation task is a task configured when a manual payment is made e.g. a payment receipt is uploaded or when some manual confirmation may need to be done for a payment.

Resubmission Task

A resubmission task allows for a submission linked to a wokflow instance to be resubmitted by the user that submitted the initial information.

Docusign
Docusign