> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/offboarding/configure-offboarding-task.md).

# Configure Offboarding Task

### Add Offboarding Task <a href="#add-offboarding-task" id="add-offboarding-task"></a>

Go to **Task Config**

<figure><img src="/files/jAXJl6qOo9FqPu2Mi3Rw" alt=""><figcaption></figcaption></figure>

Click on **+Task** button to add new task

<figure><img src="/files/B35snyqRuoo6g7kjs3ZZ" alt=""><figcaption></figcaption></figure>

Enter all details of task and click o **Save** button

<figure><img src="/files/4YI4aDttW2ijPVdXtS9s" alt=""><figcaption></figcaption></figure>

A **New task** added at the top

<figure><img src="/files/nTzTFtGQQt25ZGFYUdDc" alt=""><figcaption></figcaption></figure>

### Edit Offboarding Task <a href="#edit-offboarding-task" id="edit-offboarding-task"></a>

You can choose to edit the offboarding task that you have created.

To edit offboarding task

Click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F5v9LNUjsX2K2hSHQ3UP4%252F4.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=e384df93\&sv=2) for the record which you would like to edit and click the **Edit** button

<figure><img src="/files/GVxlflrB5HnvD1tqZIBw" alt=""><figcaption></figcaption></figure>

Make the necessary changes and click **Save**

<figure><img src="/files/swhkuGmNzfkD7EFrDBPN" alt=""><figcaption></figcaption></figure>

### Delete Offboarding Task <a href="#delete-offboarding-task" id="delete-offboarding-task"></a>

Offboarding Task once added can be deleted if no longer necessary

To delete offboarding task

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FPXU9nqjH0Etscyit12j6%252F7.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=b7494138\&sv=2) for the record which you would like to delete and click the **Delete** button

<figure><img src="/files/gvXPwl1kmfSLcdTuE6zj" alt=""><figcaption></figcaption></figure>

Give your confirmation in the popup and the record will be deleted

<figure><img src="/files/jgfG4npV5Bh1OUY8NSnY" alt=""><figcaption></figcaption></figure>

### View Offboarding Task <a href="#view-offboarding-task" id="view-offboarding-task"></a>

You can choose to view the offboarding task that you have created.

To view offboarding task

Click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FYRtbMOajLlPP7JXkliFe%252F10.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=ecf49b6f\&sv=2) for the record which you would like to view and click the **View** button

<figure><img src="/files/SJghaJaUW9EdVfGZgfLM" alt=""><figcaption></figcaption></figure>

You can see all details of offboarding task

<figure><img src="/files/3AbJv9OK570n8XNeG43s" alt=""><figcaption></figcaption></figure>

Last updated 24 December 2025
