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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 month 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:

    1. Distribute Files

    2. Status Change

    3. Clear Tasks

    4. Update File Privacy

    5. Execute Groovy Script

    6. Lock File Activities

    7. Unlock File Activities

    8. Email Notification

    9. Publish As PDF

    10. Assign Visibility

    11. Link Document

    12. Webhook
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