Accessing Workflow Tasks

  1. Go to the Workflow page.
  2. From the Workflow page, click Create New.
    The design space is displayed with the workflow tasks listed in the menu on the left.

    Table 1. Options and Descriptions for Workflow Tasks folder menu
    Options Description
    Search Allows you to search for tasks by typing keyword(s)
    Add Allows you to add a new folder
    Refreshes the tasks folders menu
    Allows you to expand and collapse the task folders
    Allows you to hide folders from the workflow tasks menu and customize task sequence within a folder

Hiding a Task Folder

To hide a folder from the workflow tasks menu:
  1. From the top right corner of the menu, click (Settings) icon.
  2. Click (View) icon next to the folder you want to hide from the menu.

  3. Click Save.
    The folder will not be visible in the menu.

Reordering Task Sequence

To reorder the sequence of tasks within a folder:
  1. From the top right corner of the menu, click (Settings) icon.
  2. Select a folder from the menu.
  3. Hold and drag tasks to change their sequence in the folder.