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

This article helps you understand how to create a system task for files in a project.

Updated over a week ago

Pre-requisites:

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' and 'Link Document'.
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Click on any of the task types below to access their detailed help:



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