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Adding Tasks

You can add as many tasks as you want to your process by using the Plug-in Bar in PlanetPress Workflow program.

To insert a task:

1. Open the Plug-in Bar by clicking on its tab. If you can't see the Plug-in Bar tab, click on the View tab in the Ribbon and make sure the Plug-in Bar is highlighted in the Show/Hide section.
2. Locate the task you want to add to your process. You can navigate between the different task categories by clicking the icons at the bottom of the Plug-in Bar.
3. Using your mouse, click and drag the task in your process at the place you want to insert it.
4. Depending on where you place your mouse, you may see that you can replace or insert existing tasks, or not place it at that location at all.
5. When you drop the task in the desired location, a dialog box containing the available task properties is displayed.
6. Set the task properties as required and click OK to close the dialog box.

There are a few things to keep in mind when dropping tasks:

• You can insert input tasks anywhere in the process except in output task locations.
• When you add an output task, a new branch leading to that new task is added above the selected task or branch, except when replacing an existing output task.
• Dropping a task on top of another one replaces it.
• Dropping a task between two tasks will insert it at that location.
• You cannot add a task above the initial input task of a process, since new tasks are always added above a selected task or branch.