how to create outcome codes

  • Updated

To create a new Outcome Code, follow these steps:

  1. Navigate to the OUTCOME CODES tab.
  2. Click + OUTCOME CODE.
  3. Enter the Outcome Code Name*.
  4. Enter a Description.
  5. In Comment, select whether a comment is Required or Optional when the Outcome Code is selected while resolving tasks.
Required comments are valid only for tasks.
  1. In Type, select where the Outcome Code will be used:
  • Snooze: Used when a task is snoozed. Categorizes why the task is paused (for example: Waiting for response, Client cannot be contacted).
  • Workflow: Used when a workflow is closed. Categorizes how the workflow ended and determines the next step. (Configured in the Completion Rule Node).
  • Task: Used when resolving a task. Categorizes the result (for example: Approved, Rejected, Needs Review) and determines the next workflow path. (Configured in the Task Node).
  1. In Assign Tags click the iconand select the tags you want to add to the Outcome Code. 

Next, click CREATE. The Outcome Code is saved and becomes available for use in Task Nodes, Completion Rule Nodes, and when snoozing tasks, according to the enabled Types.