Within each workflow, it is possible to associate a Task (usually a task or an appointment) with a workflow status.

To create a task for a status:

1. Open the Workflow you want to edit.
2. Go to the Tasks tab.
3. Click Actions > Associate Task/Appointment.
4. Fill in the form fields.
5. Click Save.

Form fields:

• New/Edit Task Type
  • Task usage: this field is prefilled based on the option selected in step 3.
  • Default action: choose the type of action — select Fill in if it involves creating a task, or Delegate/Schedule if the task will be assigned to other users.
• Task assignment options select the desired option
• Notification
  • Set up a notification, if needed.
• Data format
  • Select the views related to each section (List/Multiple recipients/Print for data display/Print layout/Form completed by recipient).