A Task Step is a single action that is executed as a part of a Task.  Each Task can have one or more steps which are ran in a specified order.


    E.g. A Task could have two steps.  The first step Sends an Email and the second step toggles a project switch.


Each Task Step carries out one of the following actions:


ActionDescription
Send Message TemplateSend a message template.
Execute TaskExecute a Child Task.


Viewing Task Steps


The Steps in a Task can be seen by navigating to the Task and clicking on the Task Steps button



Navigating to a Tasks's steps.


Adding a Task Step

A Task Step can be added from the Task Steps grid by clicking on Add Task Step.



Adding a Task Step


The following information is required when adding a Task Step


PropertyDescription
TaskChoose the task to add this step to from the drop down.
Step Type
Choose the action that the step will take when it is executed.

E.g. Send Message Template
OrdinalChoose when this step should execute relative to other steps in the Task. Smaller Ordinals will be executed earlier.


Task Context

If the Task has a Task Context, then this will be used when executing the action.


E.g. A Task Context of Submission 0034 when sending a message template will apply the submission as a filter to that Message Template