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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:

  • 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 follows:

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

  2. Click the '+ System Task' (Configure System Task) button at the top right to start configuring a system task.
    Alternatively, right-click the project name and select the 'Configure System Task' 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 that the system should perform in the workflow. Click on a task type for the files context below to learn more about the same:



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