Workflow Task Types

The task type determines how the task should be processed.

• Acknowledgement tasks simply generate a message to appropriate 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. There is no messaging on this task type.
• 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.
• Create New Activity tasks can be used in Sales Tracking and UTA Activities workflows to create new activities.
• Pick Action User for Next Task type tasks are used to pre-select the 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.
• Update Custom Field Value type tasks are used to update a custom field to an entered value. This task type is only available for UTA workflows.
• HTTP - Post - provides you with the ability to pass a string of data to another web service via a workflow step.
• User Activation - this type of workflow step is used to activate a contact as a 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 as part of a project.
• Generate PDF - this feature provides for the the auto generation of a PDF that will be emailed to the person(s) designated in the workflow step.