Once you've created a flow, you can now assign tasks to members of the Flow. Tasks allow spreadsheet owners to send data input requests, which are then linked to the flow. Tasks are built so that you can use them for all kinds of requests: Input requests, approvals, or feedback.

How can I create a task?

There are two ways you can create tasks, either by selecting a spreadsheet or a flow.

How to create a task for a selected spreadsheet?

  1. Select a spreadsheet from your dashboard.

  2. Create a flow, if you haven't already, then head to the "Tasks" tab, and click "New Task".

3. Enter your task details including:

  • Flow: Select existing flow.

  • Assignees: Members of the selected flow to assign the task to.

  • Instructions: Additional details to share with the collaborators.

  • Assign: The date to request the data input.

  • Due: Assign a due date or deadline.

  • Repeat Task: Select whether the task is recurring (e.g. daily, weekly, monthly, or quarterly) or to only send it once.

4. Click "Assign Task".

How to create a task for a selected flow?

  1. Select a spreadsheet from your dashboard.

  2. Create a flow, if you haven't already, then select the flow.

  3. Click the tasks button in the upper right corner. The tasks window will appear displaying all the tasks linked to the flow if any.

4. Click the "New Task" button. The task creation window will appear where you can enter the same details as shown in the previous section.

What will the assigned collaborators see?

Your collaborators will receive an email informing them of the tasks along with the instructions and due date. Depending on the specified format of the flow, they'll be able to download the file or view it online.

They can also have an overview of their assigned tasks on Layer under the "Shared With Me" tab.

Can I create multiple tasks?

You can create and assign multiple tasks per flow or collaborator. A single task can also be assigned to one or multiple collaborators.


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