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- On the All Tasks list, click the New drop-down list and select a task type. A Task Details pop-up displays that lets you enter / select information for a new task.
- On the Tasks list for a specific task type, click the New icon. A Task Details pop-up displays that lets you enter / select information for a new task.
- In the empty (except for default values) Creating Tasks#Task Task Details that displays below the task list for a specific task type, enter / select information for a new task. If the Task Details displays information for an existing task, click the New button to clear the Task Details and enter / select information for a new task.
- Create a copy of a task by clicking the Copy button in the Task Details and renaming the task.
For detailed information on creating a task for a specific task type, click that task type in the Creating Tasks#Task Task Types table, above.
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To display a list of all currently defined tasks for all task types, from the Automation Center navigation pane select Tasks > All Tasks. The All Tasks list displays.
All Tasks List Information
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For example:
<Task Type> Tasks List Information
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When you click a task in a Tasks List, Task Details below to the right of the list displays all currently defined information for that task.
Use the scroll bar on the right to view more of the Details, or click the Details icon next to the Name of the task to display a pop-up version of the task Details.
For more information on viewing Details of any record type, including tasks, see Records.
For information on Details for a specific task type, click the appropriate link in Creating Tasks#Task Task Types, above.
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- From the Task Details, click the Instances tab and select a task instance of that task.
- Select a task instance from the Activity Monitor.
- Select a task instance from the Task Instances list.
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To save information that you have changed in a task, you must click the Update button that displays above and below the Creating Tasks#Task Task Details.
If the task is contained in one or more Workflows, and the Confirm Update For Tasks In Workflows Universal Controller system property value is set to true, the Confirm Update dialog displays when you click Update.
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You also can see this parent Workflows information for a task without updating a task (see Creating Tasks#Viewing Viewing Task Parents). |
For information on updating multiple tasks, see Updating Multiple Records.
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- Clicking the View Parents button in the Creating Tasks#Task Task Details
- Displaying the Action menu from the Task Details or Tasks list and then selecting View Parents.
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