View source for Adding a Workflow Task in an Acknowledgment Workflow

{{SeqWFPageHeader}}

In this article you will add the step to the [[Workflow|workflow]] and connect that step to the '''start''' and '''complete'''.

The '''Task List''' is displayed.

[[Image:WFTask7.png]]
 
Note the '''Start''' and '''Complete''' entries, plus the connector for the start step.

1. Click the '''New task''' button.

[[Image:WFTask8.png]]
 
The '''Task''' details are displayed, with a Task Number initially set to 10 and increasing in increments of 10 for each subsequent workflow task.

[[Image:WFTask9.png]]

The first thing to do is to select the [[Workflow Task Types|Task Type]]. The list of available Task Types is controlled by the [[Task Types Available to Workflow Types|workflow type]].

[[Image:WFTask10.png]]
 
The type selected will then control the properties available within the task. The possible options are:

* '''Name''' - Narrative name for the task.
* '''Task Type''' - Acknowledge, process, complete, and move type tasks. See below.
* '''Task Number''' - A system generated number that determines the presentation order of the task in the [[Workflow|workflow]].  This number can be changed to display the step in a different location.
* '''Description''' - Detailed description of the task.
* '''Expire After''' - Intended duration of the [[Workflow|workflow]].
* '''[[Workflow Request For Approval Required Respondents|Respondents]] ''' - The minimum number of respondents that are required to trigger the processing of this step.
* '''Move To''' - Provides the ability to move objects (files, companies or people) to another location at the end of the step. 
* '''Activity Properties''' - Days Delay, Activity Type, Activity Status, Reminder Type, Reminder Days
* '''Message Type''' - Type of message – e-mail, instant message, both, or none required with this task.  E-mail and instant messages can be created using variables that will create custom messages specific to instances of the [[Workflow|workflow]].
* '''From Address''' - Email address sent from. This field accepts variables, so you can either hard-code a value (i.e. donotreply@mycompany.com) or use variable syntax (i.e. on a Level 1 Workflow: '''@owner.email@''')
* '''CC Email Address''' - CC recipients address. ''(Separate multiple addresses with commas)''
* '''Message Subject''' - Narrative subject line of the message.
* '''Message Body''' - Narrative body of the message.
* '''Attach Object''' - Attaches the details of the object to the message.  In the case of a [[SmartSimple]] object, such as a company, person, or [[Application|application]], the textual details of the object will be added.  If the object is a file, then the file will be attached to an e-mail message, but not an instant message.
* '''Save As Event''' - will create an e-mail activity against each recipient in the To field, including the e-mail contents. 
* '''Attachment File IDs''' - Attach additional default files when triggered from a [[Smart Folder]].
* '''Role''' - Specific [[Role|role]] required to complete this task.  The list of [[User|users]] associated with this [[Role|role]] will be displayed to the initiator, before this task is commenced.  
* '''Selected Users''' - If required, specific [[User|users]] can be selected to complete this task.  This technique restricts the number of [[User|users]] that the initiator can select.
* '''Routing Options''' - Specifies the types of options available to process this [[Workflow|workflow]] step.  In many instances, the default options can be used, such as Approved, Rejected or Revise.  But additional and alternate sets of options can be created to reflect more complex business processes.
* '''Use UTA Role''' - Check this box if you would like to use this role with a [[UTA]] triggered [[Workflow|workflow]].

2. Set the '''Name''' to '''New Contact Alert'''.

3. Set the '''Description''' to '''Send a message to Sales when a new contact is added'''.

==Setting the Task Type==

The '''task type''' determines how the task should be processed.

See [[Workflow Task Type]]s for details


===See Also===
* [[Including a Hyperlink to a Level 1 or Level 2 Record in a Workflow Email]]
* [[Edit Workflow]]

{{PrevNextStart}}	[[Creating a Single Step Workflow]]
{{PrevNextMid}}	[[Setting the Message Type in an Acknowledgment Workflow]] {{PrevNextEnd}}