Optional actions

If you want to enable users to add notes, tasks and assignments throughout the process without affecting its status, then you can set up optional actions. These are not mandatory steps, nor do they progress the process towards the end.

When you design a new process, bear in mind that the process itself defines what a user can do and when. We recommend that optional actions are available at most stages of the process, so that your users are not restricted to providing extra information (such as adding notes, sending reminders and so on) at a particular stage only.

If you add optional actions to a status, they are not immediately visible if you look at the process as a whole. You might find it useful to annotate your process drawing. For more information, see Formatting process diagrams.

You can add optional actions to statuses only. For information about process rules for statuses, see Statuses.


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