Workflow tasks

A workflow task gives the user the ability to perform many different actions. The available actions that can be configured are:

  • Print the document
  • Initiate a FileBound plug-in
  • Display a checklist
  • Reassign document to a different user

A workflow process step can contain one or more tasks. You can have an unlimited number of tasks for a process step; however, tasks are not mandatory for a workflow process.

When a task is created to perform a particular action, a button has to be associated with it. This button is displayed in the Workflow Tasks dialog box within the viewer window, when the document is opened in the viewer. The user can click the task button to perform the action associated with that task button. For example, the task button action can be printing the document, or moving the document to another process step in the workflow, or moving the document to another workflow process.