The task type determines how the task should be processed. #REDIRECT [[Workflows_Overview#Create_workflow_tasks]]
The following Task Types are available: # '''Acknowledgement''' tasks simply generate a message to appropriate [[User|users]].# '''Request for Approval''' tasks generate action requirements that need an approval. These will be displayed in the [[Workflow]] Request area.# '''Request for Comment''' tasks generate comment requirements. These will be displayed in the [[Workflow]] Request area.# '''Change Status''' tasks changes the status of the object that triggered the [[Workflow|workflow]]. There is no messaging on this task type.# '''[[Workflow Task Type: Create New Activity|Create New Activity]]''' tasks can be used in [[Universal Tracking Application]] workflows to create new Level 2 records.# '''Update Custom Field Value''' type tasks are used to update a [[Custom Fields|custom field]] to an entered value. This task type is only available for [[UTA]] workflows. # '''Pick Action User for Next Task''' type tasks are used to pre-select the [[User|user]] that is responsible for a task that immediately follows this task type. This is necessary for tasks that will trigger at a later date. ''(Not available on all servers)''# '''User Activation''' - this type of [[Workflow|workflow]] step is used to activate a contact as a [[User|user]] and send the credentials in order to log in. This is particularly useful if you are doing project-type work and only wish to activate a [[User|user]] as part of a project.# '''Internet Communication - HTTP POST''' - provides you with the ability to pass a string of data to another web service via a [[Workflow|workflow]] step.# '''[[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 add either pre-defined or user selected contact(s) to the contacts section of a Level 1 record with a given [[role]]. '''Note:''' The Task Types available will vary depending on the [[Workflow Types|Workflow Type]] selected. ==See Also==* [[Workflow Types]] [[Category:Workflows]]{{DeprecatedPage}}