Creating a New Task from a Task Step in a Process

Use this method when you have created a task step within a process in Designer, but have not yet implemented a task for that task step. If you want to create a task step using an existing task, see Adding an Existing Task to a Process.

Note:
If you plan for the task to use document types to define input or output data, be sure to include those documents in the process model and connect them to the task. When this is done, the resulting task will automatically reference those document types.

Important:
Be sure the task step has a unique name before completing this procedure. When a new task step is added to a process, the step retains the default name of "Activity". To rename the task step, click it in the process editor design canvas and then modify the Label value in the Properties view. This value will be used to create the task type name when you implement the new task.

3. Right-click the task step and click Create Implementation > New Task. One of the following will occur:

If you have specified the task development preference, "Automatic task creation using "Implement with New Task..." in Process Modeler," the task is created automatically using the default settings of the Task wizard; no wizard panels will appear. For more information about this preference, see Setting Task Development Preferences.

In this case, the task is created within a task application project named (by default) [ProcessName]Tasks. For example, if the process is named "PO_Approval," the task application project is named "PO_ApprovalTasks." You can modify the default name; for information about doing so, see Setting Task Development Preferences. The task type name of the new task implementation is set to the task step label displayed in the process.

Note:
The task type name must be unique. If Designer determines that the name of the task you are attempting to create is not unique, the Task wizard will open to enable you to type a unique task type name. Type a unique name in the Task Type Name box and click Finish. Be sure to modify the task step label value as described in step 2 above to use the same name.

If you have not selected the automatic task creation preference, the Task wizard appears. For more information about the settings in the Task wizard, see Creating a New Task with the Task Wizard.

4. After the new task is created, the task appears under the task application project in the Solutions view, as well as the Navigator view, and all other locations where tasks are displayed. You can continue to work with the task from those locations as described in Working with Task Portlets.

You can now configure the task as required. For example, you can add task business data, define task assignments and event actions, and create task control sets. For more information on configuring a task, see Configuring Tasks.