Task

Adding to a template adds a manual task that a user completes to moves the workflow forward.

Adding a Task

  1. Complete one of the following:
    • Drag to the diagram.

    • Select and select New Task, a custom task if available, or a default task if available.

      Note:
      Search for a task by entering an name or a few characters in the search box at the top.
      Note:
      Default tasks were added by Wolters Kluwer.

  2. Connect the task to other items in the diagram by connecting the arrows.

  3. Correct any errors. For Help information, select Errors.

  4. Complete the Properties Pane.

Example

Properties Pane

  • Name: The name must be a unique and is limited to one hundred characters.

  • Duration: Enter the maximum number of hours, days, or weeks needed to complete the task.

  • Integrated Task: Select an integrated task if applicable. For more information, select Integrated Tasks.

  • Assignment: Selecting an assignment determines how the task will be assigned to a user.
    • Select Queue to add the task to a queue where users with the appropriate role for the task can assign the task to themselves.

    • Select Least Busy to assign the task a user in the selected role who has the least amount of tasks in their queue.

  • Role: Select a role to apply to the task. Only a user with the selected role can complete the task.

  • Add to Library: Select this option to add the task to a library for reuse later. The task is added to the library after the template is saved.