Create a System Task for Files in a Project (Overview)

Pre-requisites:

The required role privilege is 'Manage Workflow Rules' on the project where a system task needs to be created.

The steps to create a system task for files in a project are as mentioned below:

1. Navigate to the 'Workflows' tab and select the project to create an independent system task or a workflow.

2. Click the 'Configure System Task' button at the top right to start configuring a system task.

Alternatively, right-click the project name and select the 'Configure Action' option.

3. Key in a name for the system task which is being configured.

4. Select the task context as 'Document'.

5. Based on the selected task context, choose a task the system should perform in the workflow.

Available tasks for 'Document' - 'Distribute Files', 'Status Change', 'Clear Tasks', 'Update File Privacy', 'Execute Groovy Script', 'Lock File Activities', 'Unlock File Activities', 'Email Notification', 'Publish as PDF', 'Assign Visibility', 'Link Document' and 'Webhook'.

Click on any of the task types below to access their detailed help:

Distribute Files	Status Change	Clear Tasks
Update File Privacy	Execute Groovy Script	Lock File Activities
Unlock File Activities	Email Notification	Publish As PDF
Assign Visibility	Link Document	Webhook

Next Article: Create a System Task - Distributing Files (in a Project)