Adding a Step to a Task

You use the Task Editor to add a step to a task. You add the step and then use the Properties pane to define properties for the step. After you save the task, a record for the new step appears in the Task Steps list, where you can also modify the properties.

To add a step to a task

1. In the Workspace Explorer, create or open a Developer Workspace – for more information, see Create or Open a Workspace.

2. In the Object Explorer, click Task.

3. In the Tasks list, locate and open the task you want to modify – for more information, see Opening the Task Editor.

   The task opens in the Task Editor along with the following panes: Canvas, Palettes, Properties, and Multi Value Property Window (MVPW).

4. Select the step type you want to add from the Palettes pane, then drag and drop it on the canvas.

   Note: The term drag and drop is used throughout this guide to describe how to move steps from the Palettes pane to the canvas. You move a step by first selecting the step in the Palettes pane and (with the mouse button depressed) then moving the step to the canvas (where you release the mouse button).

   For more information about the different step types you can add to a task, see Overview of Step Types.

5. In the Properties pane:

   • Enter or modify the Name property. When you step out of the property, the step name is updated on the canvas.

   • (Optional) Enter a description of the purpose of the step.

   • Define other properties for the step, as necessary.

6. Repeat step 3 and step 4 to add more steps to the task as required.

7. Add connectors to the task to define the path between the task steps.

   For information about how to add a connector to a task, see Creating a Connector.