Hi Appian Team and Community,
We’re designing a generic, audit-compliant task module to support multiple business processes—KYC, retail and corporate loan origination, ESG, and more. Before finalizing our architecture, I’m weighing two approaches for task management:
Uses process reports and task assignment rules
Tasks are tied to process instances
UI and SLA logic driven by Appian’s native task engine
We build our own TASK_GROUP and TASK tables
TASK_GROUP
TASK
Tasks are instantiated based on business rules and metadata
UI, counters, and SLA logic are fully controlled via record types and expressions
If we rely on Appian’s built-in human tasks, what happens if the process instance is deleted or archived? – Can we still access task metadata (status, assignee, timestamps) via process reports or APIs?
What are the trade-offs between using Appian’s native task engine vs a custom task registry? – Especially in terms of auditability, lifecycle control, and cross-process reuse
Is it common practice in enterprise-grade implementations to build a custom task pool for traceability and reporting? – Or do most teams rely on Appian’s built-in task management?
For context: our vendor recommended the database-driven approach, citing limitations in Appian’s native task handling—particularly around long-term traceability, cross-process reuse, and lifecycle control once processes are deleted. That inspired us to explore a fully generic task registry that can support dynamic instantiation and stage-based progression across domains.
We’re aiming for a scalable, future-proof design that supports dynamic task instantiation based on business rules, stage-based progression, and full audit history. I’d love to hear how others have approached this, and what Appian recommends for long-term maintainability.
Thanks in advance!
Discussion posts and replies are publicly visible
1) No. Store any relevant data to database.
2) Instead of re-inventing the wheel, I go for process tasks in 99% of all my use cases, even for global organisations with large work loads. This works great.
3) My recommendation, from more than 15 years of enterprise Appian projects, is, to go with process tasks.