Adding a Task with the Process Manager

To add a task to a template or process:

In the Process Manager form, select the appropriate template or process.
Click Add a Task.
Select the type in the Task Type field: To Do, Complete a form, Start a workflow, Attach a document, or Update a document.

For examples of each task type, see About the Process Manager.
Specify who the task is assigned to:
- For a task in a template, specify the employee position (role) to which the task is assigned. When the template is used in a specific process, only the employees who are assigned to that employee position are listed.
- For a task in a specific process, specify the employee to which the task is assigned.
Specify when the task is due:
- For a task in a template, specify the Due Offset, which is the number of calendar days before the process due date that this task must be completed. This is used to calculate the due date for a task in a process.
- For a task in a specific process, specify the due date. If this is a reusable task, the due date is calculated based on the process due date. You can change this date.
Either select an existing task for that task type, or click Create New. (Reusable tasks can also be created through the Process Manager Tasks form.)
If you chose to create a new task, specify a task name and task description.
Optionally, select Save this task for future processes. The task is then considered a reusable task, and it is listed in the Select an Existing Task field.
Specify additional information depending on the task type:
- If the Task Type is Update a document, click Attach and use the Attached Documents form to select the document to attach to the task. The name of the document is then displayed in the Document to Update field.
- If the Task Type is Complete a form, select the form that the user must open.
- If the Task Type is Start a workflow, select the event name associated with the workflow.
  For more information, see Setting Up a Workflow to Use with the Process Manager.
Note: The user who will complete the task must have the appropriate permissions to access and update attached documents, or to access the appropriate forms or events in the application.
Click Add Task.

Tasks in a process are listed by due date, but they do not need to be performed in a specific sequence.