Designing Tasks and Activities

A task is one step in a process. You design process flows with tasks, subprocesses, rules, or other process information. There are multiple methods for including new tasks and activities into a Process editor design model.

To add tasks to a process:

From the Process editor palette, select Task from the Activities drawer.
Click inside the Process editor.

The Create Task wizard is displayed.
Select the task to add to the process.

You can create a new task or select an existing task.

To create and add a new task to the process, select Create a New Task. See "Creating New Tasks" for more information.

To select an existing task to add to the process
1. Select Select an existing Task.
2. Click Select.
  
  The Task Selection dialog box is displayed. To view all available tasks for all projects, enter an asterisk (*) into the Select an item to open field.
  
  To filter for specific tasks, type any character or string of characters contained in the task name to display only the tasks containing those characters.
3. Select the desired task and click OK.
  
  The name of the selected task is displayed in the Task field.
Click Finish.

The new task appears in the Process editor and under the selected project in the Studio Projects view.
(Optional) Drag existing tasks from the Studio Projects view into your process design.

When you drag existing tasks from the Studio Projects view onto the Process editor, the system copies to the new process the associated data defined for the existing task.
(Optional) Copy existing tasks from a different process design model.

To use an existing task or set of tasks from a different process design model, use the Select tool in the Process editor palette to select the tasks you want to use, copy those tasks (select Edit, Copy), then paste the tasks into the new process design model. The system copies to the new process the associated data defined for the existing task.
Click Save.

To include other activity types in a process:

From the Process editor palette, select an activity from the Activities drawer.
Click inside the Process editor to place the object.
Right-click on the activity.

The context menu is displayed. You can edit the display name, assign an order to the activity, and create or clear an activity reference.
(Optional) Double-click subprocess entities to open them in a separate Process editor tab.

In the new tab, edit the display name and model the tasks, activities, and flows associated with the subprocess.
Repeat these steps as appropriate.
Click Save.