🧠 What are tasks?
Tasks break a workflow into logical sections, making complex information easier to manage. Each task groups related fields together under a clear label (for example, Donor Info or OR Details). By structuring workflows into tasks, you improve readability, guide users through data entry, and keep information organized.
📝 What are fields?
Fields are the building blocks inside each task. They capture individual pieces of data, such as a donor’s UNOS ID, date of birth, or hospital contact number. Each field is configured with a type that matches the data being collected, ensuring consistency, accuracy, and easier reporting later.
Supported Field Types
FlowHawk supports a variety of field types, including:
Field type | Definition | Example |
Text | Capture freeform input for short notes, long entries, numbers, or IDs. | Add notes, document special circumstances, enter IDs |
Toggle | Switch between two states. | Active/Inactive |
Check | Confirm a single yes/no choice. | Complete? |
Time | Capture time in a standard format. | OR Start Time, Cross Clamp Time |
Date | Select a calendar date. | Date of Birth |
Select | Choose multiple options from a dropdown list. | Tests Needed |
Picker | Choose a single option from a dropdown list. | Blood Type |
Telephone | Format and validate phone numbers for consistent entry. | Donor Hospital Contact Number |
Radio | Select one option from a visible set of choices. | Gender |
Referring | Pull information from another field to avoid duplicate typing. | UNOS ID, Donor Hospital Contact |
✏️ How to Add or Edit a Task
Step 1: Create Tasks
Go to Tasks & Fields
Enter the name of a new task under Add Main Task.
Click on the task title to add or edit fields
Step 2: Add Fields to the Task
Click the task title to add fields
(Optional) Add a Section Title
Click into Add Field and enter a field name
Select a field type (text, date, etc)
Enter field name into Display As
Click Save Task to apply the changes
🧩 Best Practices
Use Clear Task Names
Label tasks based on the type of data they contain (e.g., “Donor Information”, “Logistics”, “OR Details”).
Group Related Fields
Keep fields that belong together in the same task to make workflows easier to navigate.
Use Consistent Field Labels
This helps with donor PDF mapping and analytics tagging later in the workflow setup.