When creating a template or task, you may have noticed that steps have something called 'Importance'. And when completing a task you may also have seen that some steps are labelled 'Essential' and some are not, or have different coloured circles around the ticks and crosses.

Being able to choose between setting steps as optional and essential is one of the key points of Process Bliss. In short, essential steps have to be completed for the task to be completed - but if you can't do one of these steps you have to say why.

Watch this video to see Alister talking about why steps don't always have to be completed.

Difference between optional and essential steps

  • Optional steps count towards the progress of a task but are not crucial, and therefore a whole task can be completed even if there are optional steps still remaining. Optional steps have the green circled tick for marking as complete and an orange circled cross to mark as not complete.
  • Essential steps on the other hand need to be completed before the whole task can be completed. Essential steps have the green circled tick for marking as complete and a red circled cross to mark as not complete. They also are labelled as Essential on the right hand side of the step and have a red stripe along the left hand side.

Although essential steps need to be completed, Process Bliss doesn't want to force people to tick it off if it's not possible or appropriate to do. If this is the case, you click the cross icon and explain why this step couldn't be completed at this time. 

Whilst optional steps are not crucial to the task progression, you may want to mark the step as not completed. When you click on the orange circled cross there is the option to add a reason as to why this step couldn't be completed.

Here's a video to demonstrate the difference between essential and optional steps. 


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