20 docs tagged with "Manual Task design"

Filter attributes are mapped to Control Tower custom attributes with the help of the Workspace preview feature.

Unlike Bot Tasks that are completed automatically, Manual Tasks (MT) require involving a human who is either a cloud worker or an internal employee.

In Workspace, each hit operates as a separate item and has a title (name).

Templates are intended to simplify document ingestion by enabling automated information extraction from structured forms (for instance, ACORD). When a template is created, blank forms are annotated with labels. Based on these labels, data is then extracted from input documents.

The guide describes two automation use cases leveraging no-code Work.AI features and contract-based data schemas:

A Data Analyst (DA) acts based on several factors originating from the customer's data analysis. The article shares a typical workflow for new DAs.

Goal of the step

In Workspace, you can assign tasks to an individual user or a user group.

The article is a runbook that describes how to create complex custom configurations for Manual Tasks in MT Designer and how to resolve related issues. Before proceeding, review the instructions for simpler use cases in Design Manual Task forms.

Goal of the step: design a Manual Task, accounting for the business logic of all documents and fields

To design a form layout for a Manual Task (MT) added to a Business Process (BP), follow the steps below:

To get a correct link to a specified list of filtered assignments, follow the steps:

Control Tower (CT) is the central orchestration application of the Work.AI platform. It enables users to perform the following actions:

The Work.AI platform no longer supports qualifications. Instead, Workspace employs an approach to managing user permissions and restrictions, where:

The Orchestration section guides you through the steps to deliver and orchestrate automations, including the involvement of a human worker in the loop. The figure below illustrates the actions available for the purpose in the Control Tower (CT) and Workspace (WS) user interfaces.

Goal: Train SMEs to label the documents properly to ensure high-quality dataset and to prepare documents for labeling

Goal of the step: To enable SMEs to label documents unambiguously by providing labeling instructions.

To configure assignment priority, add the \_sys_mt_hit_priority column to the Manual Task input data. The column value is used as an assignment priority. It must be within the range of 1 to 100.

Workspace enables sorting of Manual Tasks by date created and due date. However, sorting by these fields does not guarantee proper task order within the same process run. To ensure consistent ordering, the FIFO mechanism is used.

The Taxonomy Answer Type can be used for classification of products, businesses, and articles. In WorkFusion, you can use this answer type along with Data Stores.