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→Create workflow tasks
The Task Types available will vary depending on the Workflow Type selected. The following matrix displays Workflow Task Types availability for Workflow Types.
The following matrix displays which [[Workflow Task Types]] are available for which [[Workflow Types]]. {|border="1"! rowspan="2"|Workflow Task Type Available? ! scope="col" colspan="17"|Workflow Types |-! scope="col"|[[Recurring Workflow|Recurring ]]! scope="col"|Company ! scope="col"|User ! scope="col"|File ! scope="col"|Applicant Tracking ! scope="col"|Job Tracking ! scope="col"|Sales Tracking ! scope="col"|Smart Folders ! scope="col"|Web Forms ! scope="col"|Universal Tracking Application ! scope="col"|Tracking Activities ! scope="col"|Tracking Activity Assignment ! scope="col"|Tracking Sub-Activities ! scope="col"|Transactions ! scope="col"|Notes ! scope="col"|UTA Role Assignment ! scope="col"|UTA Company Assignment |-! scope="row"|[[Workflow Task Type: Acknowledgement|Acknowledgement ]]|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|-! scope="row"|[[Workflow Task Type: Activate/Deactivate User|Activate/Deactivate User ]]|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Change Status |Change Status]]|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Create New Activity|Create New Activity ]]|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Generate PDF File|Generate PDF File ]]|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Internet Communication - HTTP POST |Internet Communication - HTTP POST]]|{{no}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|-! scope="row"|[[Workflow Task Type: People Association|People Association ]]|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Request for Approval |Request for Approval]]|{{no}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|-! scope="row"|[[Workflow Task Type: Request for Comment |Request for Comment]]|{{no}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|-! scope="row"|[[Workflow Task Type: Select User for Next Task |Select User for Next Task]]|{{no}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|-! scope="row"|[[Workflow Task Type: Trigger Workflow |Trigger Workflow]]|{{no}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|{{yes}}|-! scope="row"|[[Workflow Task Type: Update Custom Field Value |Update Custom Field Value]]|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Update Standard Field Value|Update Standard Field Value ]]|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Update User Role|Update User Role ]]|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: Update Company Category |Update Company Category]]|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|-! scope="row"|[[Workflow Task Type: User Activation|User Activation ]]|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|-<!--! scope="row"|Move Object||||||||||||||||||--->! scope="row"|[[Workflow Task Type: Web Service - SOAP Message |Web Service - SOAP Message]]|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{yes}}|{{no}}|{{no}}|{{yes}}|{{yes}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|{{no}}|}
4. Set the Name of the Task as appropriate.
5. Populate the Description field if required.