• Work with WorkSmart Tasks
  • Close
  • Complete
  • Configure Defaults
  • Create
  • Delete
  • Edit
  • Open
  • Process
  • Reassig
  • Reschedule
  • Route
  • Set Task Attributes
  • Set Task Priority

Route a Task

When you need to route a task so that it does not follow the standard workflow path, even to a completely different workflow, you will find the Route action helpful. You can route a task to a specified workflow, step, or person and change the priority if needed.

1. Right-click the task in the Work Queue or click . If the task is already open, click in the task area.
2. Click Route.
3. In Route Task, select the appropriate values for:
   1. Workflow
   2. Step
   3. Assign To
   4. Priority
4. Click Route. Click Cancel if you change your mind.