Workflow Task Type: Update Company Category

Update User Role Workflow Task Types can add or remove categories from SmartSimple organizations.

This task type is only available for "Company" workflows.

Task Settings

Update Company Category Tasks have the following settings:

• Name - Narrative name for the task.
• Task Number - A system generated number that determines the presentation order of the task in the workflow. This number can be changed to display the step in a different location.
• Description - Detailed description of the task (optional).
• Expire After - Intended duration of the workflow.
• Option - options are Add or Remove. This determines whether the task will add or remove categories from the organization upon which the workflow is triggered.
• Categories - select the categories that should be added or removed from the organization's profile.

See Also

• Workflow Task Types