Easily track progress and drive workflows using task chains within your records. This guide explains how to start, manage, and understand the status of task chains linked to an Engagement Plan, Issue, Grievance, Community Contribution, or Agreement record.
Start a Task Chain
- Open a record (e.g., an Engagement Plan).
- Go to the Task Chain tab.
- Click Start task chain.
- The first task appears automatically and the status becomes In Progress.
Note: You can also start a task chain when creating a record by choosing the task chain in the Task chain field.
Track and Manage Tasks
Each task must be completed or marked as unfinished to move to the next.
You can manage the chain in two ways:
From tasks
| Action | Effect on task | Effect on task chain |
| Complete | Mark as completed | Moves to next task (or completes the chain if this is the last task). |
| Put on hold | Pauses this task | Task chain status = On Hold Need to do an other action on the task to continue. |
| Unfinished | Marks task as unfinished (closed) | Moves to next task (or completes the chain if this is the last task). |
| Cancel | Cancels this task | Task chain status = Cancelled (stops chain). |
From the task chain section
| Action | Effect |
| Return to previous task | Reopens the previous task, if there is one. |
| Cancel task chain | Stops the chain immediately - Status = Cancelled. All the closed tasks (Unfinished or Completed) will remain linked to the record. |
Task Chain Statuses Explained
| Status | How it happens | What it means |
| In progress | First task is created | The chain is active and moving forward. |
| On hold | Current task is put on hold | The whole chain is paused until the task is resumed. |
| Completed | All tasks are completed or marked as unfinished | The workflow is done and a new chain can be started. |
| Cancelled | Any task or the chain is cancelled | The entire task chain stops immediately. |
Limitations
Only one task chain can be active at a time for a single record. If you want to start another task chain on the same record, the current task chain must be cancelled or completed.