Embed a taskflow

Important note

To share a direct link to a taskflow, embed it within your website or pre-fill the fields of the first form in your taskflow, the first level in the taskflow must contain at least one form task that is marked as published.

We assume that you have already published the first task.

General options

  1. In the Designer, after you’ve selected your existing taskflow, click the “Taskflow settings” button in the panel on the left. The Taskflow settings will appear.
The 'Taskflow Settings' button on the panel on the left in the Designer
The 'Taskflow Settings' button on the panel on the left in the Designer
  1. Select the organization/team in which this taskflow’s data will be captured. (Learn more about the structure of your taskflow app and where your taskflow data is generated and stored.)

  2. If you plan to embed your taskflow and javascript might not be available in the user’s context then untick the “Javascript enabled” option. It is recommended however that you keep javascript enabled to ensure an optimal user experience.

General options under Taskflow settings
General options under Taskflow settings

Embedding your taskflow within your website

The recommended option of embedding your taskflow within your website is to copy the embed code found in the first textarea and paste it within the html source code of your website.

The advanced option is for when javascript might not be available in the user’s context. Untick the “javascript enabled” option under “General options” and copy the embed code found under the advanced embedding option and paste it within the html source code of your website.

Embedding options for your taskflow under Taskflow settings
Embedding options for your taskflow under Taskflow settings
Important note

As a Maker you may want to run the taskflow for different organizations/teams. You would want the associated taskflow data to be uniquely linked with a specific organization/team although they all make use of the same designed taskflow. Therefore, the embed code must be unique for each organization/team. If you want to generate new unique embed code, then repeat the above steps and choose a different organization/team.

Using the Wordpress shortcode

Easily embed Kotive Taskflows inside your Wordpress sites using the Kotive Taskflow Shortcode plugin.

For manual installation you download the plugin, copy the folder “kotive-taskflow-shortcode” into the /wp-content/plugins/ folder.

Then go to the Plugins area in the Wordpress Admin and activate. Or else you can search for “Kotive Taskflow Shortcode” from the Admin area of your WordPress site in Plugins > Add New.

Once installed, go to your taskflow in the Taskflow Designer. Make sure your first task has been published, then click on the “Taskflow Settings” button. Scroll down to “Wordpress shortcode plugin” and copy the shortcode.

Go to your Wordpress site and paste the shortcode in your page or post. You’re done!

Next: now that you have published a task and embedded the taskflow into a website, you can also share a direct link to the taskflow with other people.