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Tasks in Elementum let you manage assignable work items within your other objects (apps and elements). Like Elements, Tasks are a type of workflow object: they have stages, layouts, fields, and can be driven by automations. Use Tasks when you need to track who should do what, by when, and how it fits into a larger process.

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When to Use Tasks

Tasks are suited to workflows where:
  • Work is assigned to specific users or groups
  • Items move through stages (e.g., To Do, In Progress, Done)
  • You want assignment and completion to trigger automations or notifications
Tasks are first-class objects in Elementum. They integrate with approval processes, assignment rules, and agents. Data access can be restricted at the task level so users only see tasks they are allowed to work on.
Tasks are best used as simple workflow trackers or as a piece of your workflow in Elements and Apps.

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Core Concepts

Tasks use the same stage and layout model as other workflow objects:
  • Stages define the path a task follows (e.g., New → In Progress → Review → Complete).
  • Layouts define what fields and components appear at each stage.
  • You can show different fields or components per stage so the interface matches where the task is in the process.
Tasks are designed for assignment:
  • Assign tasks to individual users or to groups.
  • Use assignment rules to automatically assign tasks based on conditions (round-robin, load, role, or custom logic).
  • Assignment can trigger notifications so assignees know when work is added to their queue.
Automations can create, update, or complete tasks based on triggers in the same app or in related Elements:
  • Create tasks when a record reaches a stage, when data meets a condition, or when an approval is requested.
  • Update task fields or stages when related data changes or when an agent or integration provides new information.
  • Run Agent Task can hand off to an agent for analysis or decisions, then continue with structured automation (e.g., update the task or create a follow-up task).
Service accounts and agents that create or update tasks need the appropriate roles and permissions for the Task. Use service accounts for automated actions and ensure their roles grant access to the Task and any related data.

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Create a Task

You’ll first want to create a Task to add individual, related task records.
  1. Open Tasks icon Tasks in the left navigation menu.
  2. Click the More icon More icon.
  3. Click Create New Task.
  4. Fill out the fields:
    • CloudLink — Choose the CloudLink with the data you’ll need for your Tasks.
    • Name — The display name for your Task group in Elementum.
    • Namespace — A unique identifier for your Task records. This cannot be changed later.
    • Handle — A short reference key that appears as a prefix in every record ID (e.g., VND-001). This cannot be changed later.
    • Description — Help others in your organization understand what the Task is for.
    • Category — Organizes all Tasks in your organization. Categories are managed by admins in Settings.
  5. Click Create.
From here, you’ll set up the Record Details Layout, just like when creating apps. You can also add automations.

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Create Task Records

There are a few ways to create a record in your new Task.

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List View

  1. Open the Task and click Create in the top right corner.
  2. Fill the required fields and click Save.

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A Separate Record

You can create or relate Task records to an Element, Task, or App record so they appear in the details.
  1. Add the Related Tasks component in your object’s Record Details Layout.
  2. After you refresh, open a record in your object (Element, App, or Task).
  3. Find the Tasks component.
  4. Click either Create a Task or Relate a Task to connect an existing Task.
Once you enter the required details, the Task record can be used for reference and automations.