Pre-requisites:
Required role privilege 'Manage Workflow Rules' on the project where a system task needs to be created.
Steps to create a system task for files in a project are as mentioned below:
1. Navigate to 'Workflows' tab and select the project to create an independent system task or for a workflow.
2. Click on 'Configure System Task' button available at top right to start configuring a system task.
Alternatively, right click on project name and select '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, select a task that 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'.
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Click on any of the task types below to access their detailed help:
Next Article: Create a System Task - Distributing Files (in a Project)