Overview

The Customization step allows you to modify task properties dynamically based on workflow data. Use Customization when task behavior depends on values from Intake, Agent outputs, or other steps.

Use Customization when task properties need to be set based on specific workflow conditions.

Use When

• Task behavior depends on data collected or generated

• Priority needs to change based on risk level or contract value

• Task owner should be assigned dynamically

• Due dates should be calculated based on data

• Task titles need to include specific information from the workflow

Configuration Options

Priority

Set task priority:

• Low

• Medium

• High

Owner

Assign task owner:

• Specific user

• Dynamic based on flow variables (e.g., @Intake.ContractOwner)

• Role-based assignment

Title

Customize task title:

• Static title

• Include variables (e.g., "Review contract for @Intake.CustomerName")

• Conditional titles based on data

Due Date

Set when the task must be completed:

• Static date

• Calculated from data (e.g., 5 business days from now)

• Based on contract term or other fields

Example

Value-Based Task Customization

Configuration:

• If @Intake.ContractValue > $500,000:

Priority: High

Owner: VP of Legal

Title: "URGENT: Review $X contract for @Intake.CustomerName"

Due date: 2 business days

Else:

Priority: Medium

Owner: Contract Manager

Title: "Review contract for @Intake.CustomerName"

Due date: 5 business days

Notes

• Variables must be available from previous steps

• Conditions allow complex logic for different scenarios

• Customization ensures tasks reflect workflow context