There are several reasons you create a task. For instance, you may want to standardize a common workflow within your organization to ensure everyone is doing it the same way; you might want to use it as a training tool for new users; or you may want to establish a best practice for your organization to ensure accuracy and efficiency.
No matter what the purpose of the task is, it impacts the complexity and level of documentation needed for the task. Here are a few examples:
- If you are creating a task that will be used to train new users, you will need to make sure you include exact step-by-step instructions with very thorough documentation on exactly what the user needs to do to complete the step. You will want many of the steps to be manually interactive so the user learns the process completely and understands the reasons for each step.
- If you are just trying to establish a common workflow within an organization...