It is possible to involve your candidates or clients in the process of your tasks. Using "Follow-up Web", you can create a task that can be completed with different choices of answers.

A web link will be sent to the participant allowing him to answer a question with a choice of answers configured.

 

Depending on the choice selected by the participant (candidate or client), the task will be completed with the option chosen.

 

You can program a different process depending on the task completion option selected.

 

 

       Configure a task web follow-up

 

1.Under the "Workflow" ribbon, click on the "Events and Tasks" button to open the window (WKF001).
 

2.Navigate under the "Task" tab

 

3.Navigate inside the “Information” sub-tab
 

4.Check the "Follow-up Web" checkbox
 

5.Check the "Unsubscribe" checkbox  if you want your email to contain an unsubscribe link
 

6.Click on the "Configure" button to configure the different elements of the task web follow-up page
 

7.Navigate inside the "Options" sub-tab
 

8.Fill in the elements under the Web section
 



 

 

 

       Use web task follow-up

 

 

Web follow-up can be initiated from the "To-do tasks (WFK004)" or "Events and tasks management (WFK011)" form.

 

 

1.Under the "Workflow" ribbon
 

2.Click the "To-do tasks" button to open the window (WKF004).
 

3.Select the task for which you have set up a follow-up

 

4.Click on "Send", then "Send followup"
 

5.An email will be populated with a link so that the participant can complete the task without even having to login to the web platform.