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Workflow Task Types

315 bytes added, 20:47, 10 June 2010
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The following Task Types are available:
 
# '''Acknowledgement''' tasks simply generate a message to appropriate [[User|users]].
# '''[[Workflow Task Type: Generate PDF File|Generate PDF File]]''' - this feature provides for the the auto generation of a '''PDF''' that will be emailed to the person(s) designated in the [[Workflow|workflow]] step.
# '''Move Object''' type tasks can be used for files, companies, and people. This task type is used to move files from one [[Smart Folder]] to another or move a company under another company or move people to another company. ''(Not available on all servers)''
# '''[[Workflow Task Type: People Association|People Association]]''' - Allows you to associate defined or user selected contact(s) with a Level 1 record in the [[UTA]]
 
 
'''Note:''' The Task Types available will vary depending on the [[Workflow Types|Workflow Type]] selected.
 
 
==See Also==
* [[Workflow Types]]
[[Category:Workflows]]
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