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:WFTask10WorkFTask10.png]]
The type selected will then control the properties available within the task. The possible general options areavailable to all Task types include:
* '''Name''' - Narrative name for the task.
* '''Description''' - Detailed description of the task.
* '''Expire After''' - Intended duration of the [[Workflow|workflow]].
* '''[[Workflow Request For Approval Required Respondents|Respondents]] ''' - The minimum There are a number of respondents that are required other settings specific 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 Task Type, Activity Status, Reminder Type, Reminder Days* '''Message Type''' - Type of message – e-mail, instant message, both, or none required with this taskselected. 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 These are covered 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, individual entries 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 each [[WorkflowTask Types|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]Task Type].
6. The Task will be listed but there will be no Connectors, so the task will not be executed if the workflow was triggered.
[[Image:WFTask11WorkFTask11.png|1000px]]
==Connecting Tasks==
1. Click on the New option in the row preceding the task you wish to connect. In the example below the preceding task may be the Start option, but it could also be a preceeding Task.
[[Image:WFTask12WorkFTask12.png|1000px]]
2. The New Connector screen launches with number of options.
5. Click Save at the bottom of the Edit Workflow screen once all connectors have been defined. When the page refreshes then the connectors should be displayed.
[[Image:WFTask14WorkFTask14.png|1000px]]