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Operation Task creates follow-up work after approval, such as recording a reimbursement payment or preparing equipment. Approval remains Approved while operational work has its own status.

Owner setup

  1. Prepare categories and members through Settings → User management.
  2. Add the Operation role to staff responsible for follow-up work.
  3. Select the categories each staff member manages. The Operation role alone does not provide access to every category.
  4. In the Canvas Approval Workflow, connect an Operation Task after Finish Approved. Enter an activity name and instructions.
Tasks follow the workflow/request category. Team Queue is one page with category grouping and filters; you do not create a separate queue or choose a destination category on the node. Renaming a category updates its queue category name.

Choose who can work on a task

Selecting multiple people keeps the task in Team Queue even when only one is available. It does not become a single-person assignment. Once taken, a task has one active holder.

Conditions are optional

Without Enable Conditions, the node uses its main visibility selection. When Conditions are enabled, choose workflow parameters, operators and values, then select staff for each rule and the default. The first matching rule applies. Use parameters relevant to your process. For example, different staff groups can handle different priorities. Missing values or invalid configuration require attention; an unavailable value is not silently treated as a non-match and sent to the default.

Work on a task

  1. Open Operations → Team Queue to find available work, or My Works → My Tasks for work assigned to you.
  2. Filter by category or search for a request reference. Open details to review the form, approval history, signed documents and supporting documents within task permissions.
  3. Select Add to my work for a queue task, or Start task for an assigned task.
  4. Update the status, reference number, reference date and remark. Upload work-result documents when needed.
  5. Choose Completed only when the work is finished, then confirm completion.
Recording completion does not automatically transfer money or verify a transaction in another system. References and documents are results recorded by the staff member.

Availability and returning work

Set your unavailable-through date in account availability settings. Date boundaries follow the organization timezone. If a single-person assignment is still Open when the member becomes unavailable, the task can fall back to Team Queue. In Progress and Blocked tasks remain with their holder; availability changes do not take over that work. The holder can select Return to Team Queue, including before starting an automatically assigned task. Enter a reason and confirm. The task becomes Open, its holder is cleared, and all available authorized Operation staff in the category can take it. That returned task does not automatically restore its previous specific-staff selection. Saved references, remarks and documents remain attached. Unsaved changes are not included.

Approval, signing and requester visibility

A task becomes actionable after approval and required signing finish. Operation Tasks can run in sequence; completing the current task opens the next configured step. The requester can view the operational status and recorded results associated with their request. Later design edits do not replace the version used by a running request. Use the Node ID and workflow logging to locate the related step. Test normal flow, Conditions, unavailable staff and returning work in Sandbox before use.

Deadlines and reporting

Owners can configure SLAs, warnings, and escalation when publishing an Operation Task. Open Management → Team Queue report to see work in your reporting scope. See how to set up SLAs and read the report.