Tasks instructions are another new workflow feature (we did recently add this feature to the sales side) that allow you to add detailed instructions on to-do steps. Use task instructions to detail or specify what a specific task entails.
You can use task instructions to:
- Give detailed instructions on how to add an owner or property to your property management software
- A list of details to collect about a property
- Include a video to explain how to charge the tenant for repair costs exceeding their security deposit
- And much more!
To add a task instruction to a task, use the page icon on the right of the task.
You can add videos, screenshots, and bullet point lists to task instructions. You can even use custom fields to auto-populate inside the task instructions. More on that in another article.
Once you've added instructions to a step, they will be available on the task that is generated on a process by that step in the workflow. A user with admin privileges can even make a change inline to the instructions inside the process, without having to go back to the settings page.