About adding a stage or task

To add a task or stage to a workflow, your security role must grant you the permission named Add/Edit/Delete Tasks/Approvals, Dependencies, and Targets for the template you select. If the Add icon is missing from the toolbar, contact your administrator about obtaining the appropriate access rights.

Note the following about stage and task rows.

When adding a stage or task, if you place the number of the task in front of the task name, the task is inserted in the place that the number indicates.

For example, if you enter 2.3 Have team meeting anywhere in the task list, the task is placed under the task labeled 2.2 and the numbers of subsequent tasks shift, so that the step previously labeled 2.3 is now 2.4.

You can add a stage or task anywhere in the list and then use the up and down icons on the toolbar to move the stage or task to the appropriate place in the list.

There are several options for managing dependencies on tasks as new rows are added and existing rows are removed.

After you create an approval from a workflow task, you can edit only the approval itself; you cannot edit the corresponding task in the workflow.

If you try to edit the approval from its workflow task, you receive an error stating the task row is locked. You must navigate to the approval to update any of its fields.

To add a stage or task

To add a stage or task below a locked task

To create an approval process for a workflow approval task

About editing a stage or task