How to Add/Edit an Applicant Task

Applicant tasks are the optional and required tasks to be completed by the applicant in order for their application to be complete and successful throughout the application process.

Tasks are added on the program level.

To add a new applicant task:

  1. Go to your Workflow.
  2. Click on the Name of the stage to access the stage configurations.
  3. Click on Tasks

Within an Application Stage, you need applicant tasks for your applicants to be able to complete within your site.

To add a task:

  1. Click on the Plus + icon
  2. Select the type of task you wish to create

NOTE: Task settings have some minor differences depending on the task type. To see a description of the available application task settings by task, see Applicant Task Types.

A task can be edited even if it is currently in use. The following steps can be followed to edit the settings of a task including its title, prerequisites, stage location, etc.

  1. Go to your Workflow
  2. Click on the Name of the stage to access the stage configurations
  3. Click on Tasks
  4. Hover your cursor over the task and click on the Edit icon to the right of the task OR select the task title
  5. Edit the Settings of the task as needed

For more details on the available applicant tasks and their settings please select the applicant task type titles below.

Task TypeDescription
Fill out a FormCreate a form to ask applications questions required for their application.
Attach a FileAllow your applicants to attach supporting documents to their application.

External TaskAllow your applicants to complete a part of the application externally from the site.
Once the external process is complete the task can be 'marked as complete' manually or through Automations.
Get a RecommendationAllow your applicants to ask for a recommendation from an outside user.
With this task, an email is sent to the recommender and an account is created for them. The recommender can then log in and complete the recommendation internally.
Make a PaymentThis task allows a user to pay to continue on in the application process.
This is common for sites that charge an application or registration fee to apply.
Verify Charity StatusAsk your applicants for their BN or EIN Registration numbers.

If you are looking to add a Reviewer task to your workflow please refer to these articles dedicated to setting up reviewer stages: