Task Options Overview

The Task Options section of Motion.io's Task Composer allow you to embed website or software apps, attach documents, forms, and files, as well configure various settings for tasks you create.

This article will explain how each of the Task Options work and provide examples of ways you can use them.

Task Option Categories

In the Task Composer, Task Options are organized into three categories: Attach, Require, and Schedule.

Below, you’ll find an explanation of each category and a breakdown of the individual Task Options within them.

Attach Category

The Attach category includes five options that allow you to add information directly to a task for assignees to view, interact with, or complete.

Files: Attach files of any type to a task, allowing clients to view, annotate, and approve them directly within their Motion.io portal. Learn more.
Form: Attach existing Motion.io forms to tasks, enabling clients or team members to complete them directly within the task. Learn more.
Documents: Add PDFs or other files that you’ve turned into electronically signable contracts or agreements, making it easy for clients to review and sign them directly within the task. Learn more.
Embed: Embed external tools, websites, or resources directly into a task, so clients can access them without leaving their Motion.io portal. Learn more.
Checklist: Create and attach custom checklists to break the task into smaller, actionable steps for assignees to complete.

Require Category

The Require category contains options that allow you to request specific actions from task assignees before the task can be marked as complete.

File Uploads: Request specific files from the task assignee, requiring them to upload the necessary files directly within the task. Learn more.
Signature: Add a required signature field to the bottom of a task. This is especially useful for obtaining client sign-off on attached files or deliverables.
Team Review: Add a step requiring a designated team member to review and approve the task before it can officially be marked as complete in Motion.io. Learn more.

Schedule Category

The Schedule category provides options for setting deadlines and automating task reminders.

Due Date: Specify a date by which the task must be completed by the client or team member.
Reminders: Once a due date is set, automatic reminders will be enabled by default. Motion.io will automatically follow up with assignees until the task is completed. Learn more.
Recurring: Set the task to repeat on a specified schedule. Recurring tasks are automatically assigned to the designated clients or team members based on the schedule you set. Learn more.