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Configuration Scope: Exportable

This setting is included in configuration exports and will be the same across all environments once the config file is imported.

How to Configure Custom Task Names in Workflows

This guide explains how to use the OverrideTaskName feature to customize the task names displayed to users in Brief Connect workflows. This feature provides administrators with greater control over how tasks appear in the user interface.

Overview

Brief Connect automatically generates task names based on workflow configuration, but sometimes you need more control over exactly what users see. The OverrideTaskName feature allows you to specify custom task names that override the default task name resolution logic.

When to Use OverrideTaskName

We recommend using the OverrideTaskName feature in scenarios where you want to send a record to a particular state in the workflow—such as returning it to the Lead Author for further drafting—but you want the task name to reflect a different action or context than the original state name. For example, even if the workflow state is "Prepare first draft," you can set a custom task name like "Review feedback" to better match the current step or user expectation, while still moving the record to the same place in the workflow.

This is especially useful when: - You want to clarify the action required at a given step, rather than relying on the default state name. - The same workflow state is used for different purposes at different times, and you want the task name to reflect the specific context.

Configuring OverrideTaskName in the Workflow Builder

Step 1: Access the Workflow Builder

  1. Navigate to the Admin Panel in Brief Connect

  2. Select Configuration > Workflow Page

  3. Choose the record type and workflow you want to modify

  4. Click Edit Workflow to open the Workflow Builder

Step 2: Configure a Transition

  1. In the Workflow Builder, locate the transition you want to customize

  2. Click on the Action or Extra Transition block

  3. In the transition configuration panel, look for the Override Task Name field

  4. Enter your custom task name in this field

Step 3: Save Your Changes

  1. Click Save to apply the changes to the transition

  2. Use the Save Workflow button to save the entire workflow configuration

  3. Deploy your changes using the standard configuration deployment process