Editing a task template

To edit a task template:

1. Select Window > Show Task List.

   The Task List is displayed.

   

2. Click .

   The Select a Template to Edit window is displayed.

   

3. Select the template you want to edit.

   Tip: Type part or all of the description in the search box to filter the template list.

4. Click .

   The User Task / Workflow Task Template window is displayed.

5. Edit the required fields or add or remove sub-tasks as required. See Using the Task window.
6. Click .

Last modified: 8/04/2015 11:56:35 AM

Setting yourself as the originator of a task

To change the originator of an existing task to the current user:

1. Select Window > Show Task List.

   The Task List is displayed.

   

2. Select the task you would like to modify.
3. Click .

   The Confirm Reorigination of Workflow Tasks? window is displayed.

   

   Note: If you are reoriginating a single task the Confirm Change to Originator window is displayed.

4. Select either:
   • to reoriginate all tasks in the workflow
   • to only reoriginate only the selected task.

   The Confirm Change to Originator window is displayed.

   

5. Type CONFIRM into the text field.
6. Click .

Last modified: 8/04/2015 11:56:36 AM

© 2015 Synergetic Management Systems. Published 6 May 2015.