Adding and Removing Tasks

Help Page > Workflow Designer > Adding and Removing Tasks

Adding and Removing Tasks

Workflows rely on having your tasks in the correct location performing specific behavior. Individual tasks make up the actions. These actions determine how the step inside your workflow functions. You can add, change, or remove tasks as your company needs change to ensure that the workflow continues to produce the same require results.

To add or edit a task:

  1. From the Admin> Workflow area, click Workflow Designer.
  2. Select the workflow you want to change and find the step and action for which you want to add a task.
  3. Hover and click Edit Step.
  4. In the Actions area, click Add or Edit to display the Action Editor and a list of tasks.
  5. From the Task Library list, locate the task you want to add.
  6. Drag and drop that task into the Actions area.
  7. Format the task, as needed.
  8. Click OK.
  9. Save your workflow.

To remove a task:

  1. From the Admin> Workflow area, click WorkflowDesigner. Use the pop-out icon to open the designer in a new tab. This makes testing easier.
  2. Select the workflow you wan tto change and find the step for which you want to remove a task.
  3. Hover and click Edit Step.
  4. Locate the Action containing the task you want to remove.
  5. Click Delete.
  6. Confirm your deletion.
  7. Click OK.
  8. Save your workflow.
 
DocStar ECM Help Center
© 2021 Epicor Software Corporation. All Rights Reserved.