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Create a System Task - Distributing Custom Objects (in a Project)

This article helps you understand how to create a system task for distributing custom objects in a project.

Updated over 3 weeks 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 distributing custom objects in a project are as mentioned below:

1. Follow the steps to create a system task for Custom Objects (steps 1 to 4).

2. In the task dropdown, select 'Distribute Files'.

3. When you select the 'Distribute Files' option, the page expands allowing you to select project users to whom files need to be distributed along with task and task time.

When calculating a task's due date, any working days and holidays defined in the working calendar will be considered, in addition to the number of days configured for distributing the task.

4. Key in the subject if required.

5. Once done, click the 'Create' button to create a system task.

You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.

All system tasks are executed automatically according to the conditions outlined in the relevant workflow trigger. The related custom object audit history and task assignment details indicate that they were performed by the 'Workflow Agent'.



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