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How To Create a Workflow Task

How to create a workflow task:

1. Go to My Desktop, and click New in the Ribbon.

Creating a workflow task

2. Select the type of a workflow task you want to create.

3. Fill in all the required fields and click Save.

As soon as you have clicked Save while creating a workflow task, a task will be created for the person who is responsible for the current item step. Task completion moves a workflow task to the next step. When a workflow task moves to the next step, the system creates a new task and assigns it to the person responsible for that new step and so on.

You can also create a task by sending an e-mail message to a particular e-mail address from your e-mail client if the Comindware administrator has enabled such functionality. See Creating a task/item by sending an e-mail for details.