New Task Tool
Task Details
- Assigned To
- The user or user group that needs to take action on the task.
- Title
- Name of the task.
- Start Date
- When the task starts (optional).
- Due Date
- When the task is due.Note: if the task was created by a process step and no deadline is specified, the due date will be calculated 5 days after the start date.
Task Dialog Tabs
Each tab presents different ways of interacting with the task.
Task Description
Enter information regarding the task with or without formatting.
Task Dialog Buttons
- Save
- Save this new task.
- Cancel
- Cancel any changes made in the dialog box.
- Complete
- For existing tasks, complete the task to initiate the next step in the process or to close out the task. Note: An approval task cannot be approved within the Preview pane. See Get Approval for more information.