There are a number of use cases for a Task step, but here are a couple of examples that we have seen:
- There is a certain section on the form that needs to be filled out by a particular office. This office should only see this section of the form and does not have the authority to approve the proposal.
- Once the proposal has been approved, the last step will be for someone to add information from the submission to another system. They do not need to have access to edit the proposal, but they do need to be able to view it. Once they have finished their task, the task can be marked as completed to record the action.
- As an admin, I could add in a task step type to this step in the workflow and assign a role to that step. The users in that role would then get an email letting them know that they need to complete a task in the workflow.
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