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	Creating a Workflow Task
	Creating a Workflow Task

Creating a Workflow Task

Step 1	From the Automation Center navigation pane, select Tasks > Workflow Tasks. The Workflow Tasks list displays a list of all currently defined Workflow tasks. Below the list, Workflow Task Details for a new Workflow task displays. Image Modified
Step 2	Enter/select Details for a new Workflow task, using the field descriptions below as a guide. Required fields display an asterisk ( * ) after the field name. Default values for fields, if available, display automatically. To display more of the Details fields on the screen, you can either: Use the scroll bar. Temporarily hide the list above the Details. Click the

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Image Added button above the list to display a pop-up version of the Details.
Step 3	Click a

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Image Added button. The Workflow task is added to the database, and all buttons and tabs in Workflow Task Details are enabled.
Step 4	Click the Edit Workflow button to display a blank Workflow Editor canvas.
Step 5	Follow the instructions provided below for designing the Workflow in the Workflow Editor.

Note

title	Note

To open an existing record on the list, either:

Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the button that displays above and below the Details.)
Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

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Step 1	Display the Details of the Workflow for which you want to specify a critical endpoint.
Step 2	Click the Critical Endpoints tab. The critical endpoint list displays a list of any existing critical endpoints for that task.
Step 3	Click the Image RemovedImage Added. Critical Endpoint Details displays:
Step 4	Select a Task from the drop-down menu to be a Critical Endpoint in the workflow. Enable Late Start or Late Finish to override task level Late Start and Late Finish conditions. If you leave the Late Start and Late Finish options unchecked, the task-level conditions will remain unchanged.
Step 5	Click the Image Removed Image Added to save the record.

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