Create a Task

Suppose you find a file that requires that work be performed. For example, you might find a notice of cancellation that must be processed, but the task that routes that work to the appropriate person does not exist. You can create a task for the file and define the workflow, step, priority, assignment, etc., using the Create Task command.

1. Open the file in which you would like to create the task.

2. View the level (file, folder, document, or page) at which you would like to create the task, document in our example.
3. At the bottom right corner of the display, click Create, , and then click Create Task.

4. In Create Task, select:
   1. Flow – workflow in which task should be created
   2. Step – step in which task should be created
   3. Assign To – name of person to whom the task should be assigned
   4. Priority – order of importance (Critical, Normal, Low)
   5. Available Date – date task will appear in the to do list to be worked
   6. Task Description – text to explain work to be done

5. If your organization uses attributes, you can click Attributes and define the attributes as needed. The appearance of the attributes may differ than those shown.
   1. Click Reset if you would like to remove the entered attributes and start over.
   2. If the attributes exceed the viewing space, you can roll the mouse wheel to see more.
6. Click Done to save your changes or Cancel if you do not want to save the changes.