: [[File:Creating a New task.png|thumb|none|800px|Creating a New task]]
: 2. To create a new task, click on the plus button. Again, you would have to give the task a '''Name''', select a '''Task type''', and add a brief '''Description''' of the task. The''' task types''' mainly used in this workflow are either an '''Acknowledgement''' or a '''change in status'''. The options available will vary from task type to task type.
==Creating the Workflow Tasks==# Task 1: Setting up the ''': Initial Delay'''==
: The first '''task''' is named''' Initial Delay''' since it has no function but will indicate that a '''workflow''' has started when looking through '''workflow histories''' and logs. It is a branching '''task''' without any additional function.
[[File:Initial Delay task.png|thumb|none|800px|Initial Delay task]]
:
: 2. ==Task 2: '''6 Week Reminder to Staff'''==: The next '''task ''' will be used to send out the first email reminder to the '''Grant Staff''' about the upcoming report that is to be filled out
[[File:6 week reminder to Grant Staff task.png|thumb|none|800px|6 week reminder to Grant Staff task]]
: # We have given this a '''Task Name → Name '''6 Week Reminder to Staff : # The '''Task Type''' → selected here is an Acknowledgement.: # The'''Description''' → Add is optional, but we suggest adding a brief description of what this task is performing: # The'''Role''' → Add the role that indicates which user should receive this reminder email. In this case, it is the '''Grant Staff''' user that has been assigned to record.: # You can Create a '''Default Task Connector''' to the previous task, but it is recommended to create all the tasks first and then create the connectors afterwards. In this case, the connector will need to be modified after it has been created to account for the scheduling.: # Create the '''Message template''' which would include the '''Message Type''', '''Email Template''', '''From Address''', any other '''Cc Address(es)''', '''Message Format''', '''Message Subject''', and the '''Body''' of the message. You can use variables to populate content relevant to the triggering record, such as a name or grant id. [[File:Message template for tasks.png|thumb|none|800px|Message template for tasks]]
* '''Task 3: 4 Week Reminder to Grantee'''