Selecting the Workflow

To select the workflow:

From the New Task dialog box, select the Workflow tab.
The Workflow tab contains the Assignee and Approver assignments.
- Enter this information for the Assignee:
  - Assignee—The user names available for selection as preparer are only those users authorized with the preparer role. To select to assign an Assignee to a named user, team, or Shared Services Group click
    - For an End-User task, for Assignee, click Select Assignee to find a user.
      
      Note:
      The Assignee can be an individual user, group, or team. If you do not select an Assignee, the owner becomes the default Assignee. Parent and automated tasks have no Assignees.
    - For a System-Automated task, for Run As, click Select Run As Account, search for and select a user under which tasks of this type are run, and click OK.
      
      Note:
      If the selected Run As user is the user creating the task, authorization is not required.
  - Require Action By—Displays when an Assignee is set to be a team or group.
    
    Select One:
    - Any Assignee—By default, one and only one Assignee needs to submit the task.
    - All Assignees—Every user on the team has to submit the task before workflow proceeds to the next step.
  - Backup—If you assigned a user for the primary Assignee, you can assign a backup user authorized as an Assignee:
    1. Click Backup
    2. Enter the First Name and Last Name or click Search to select a backup user.
    3. Click OK.
  - Starts
    
    Select a start date, then select the time of day, in increments of 15 minutes, for the task to start.
  - Ends
    
    Select an end date, then select the time of day, in increments of 15 minutes, for the task to end.
  - Optional: For Minimum Duration, enter the minimum duration of a task in the form of Days, Hours, and Minutes. An At Risk criteria is based on the condition if the Start date was missed AND (the End_date minus the Current_date is less than the minimum task duration OR the End_Date minus the Start_Date is less than the minimum duration). The At Risk tasks display in the Needs Attention Graph in the Status Chart of the Dashboard.
  - Optional: For an End-User task, select Allow Early Start to allow the Assignee to open the task before the scheduled start time.
- Enter this information for the Approver:
  - Level Name
  - Backup
  - End Date
  - Require Action By—Displays when an Approver is set to be a team or group.
    
    Select One:
    - Any Approver—By default, one and only one Approver needs to submit the task.
    - All Approvers—Every user on the team has to submit the task before workflow proceeds to the next step.
See also: