New Task Tool
A list of fields you'll find in the New Task Tool and their definitions.
Task Details
- Assigned To
- The person or group that needs to take action on the task.
- Title
- Name of the task.
- Start Date
- Optional. When the task starts.
- Due Date
- When the task is due.Note: If a process step created the task and there is no specified deadline, the due date will be calculated five 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
- Discard any changes made in the dialog box.
- Complete
- For existing tasks, complete the task to start the next step in the process or to close out the task. Note: You can't approve an approval task in the Preview pane. See Get Approval for more information.