Adding the tasks to the Workflow template
Perform these steps to add tasks to the Workflow template.
Procedure
- Click the icon on the icon bar for the task you want to add to the workflow then click in the workflow window to add the task.
If you have custom roles that you want to assign to custom tasks (that is, tasks other than the standard writing or reviewing tasks) click the Custom Task icon. Later, you can specify a custom name for the custom task. See the Contenta Administration User topics for information about creating custom roles.Note: When added, each task is assigned to the default ProjMan role. You can specify a different role for any task later.
- After adding all tasks, position them in the order in which they are to be performed.
- Click a task’s icon in the Workflow to select the task.
- Hold the left mouse button and move the task into place.
Make certain that the Select or Move Components icon on the icon bar is selected.
- To align tasks, use the icons on the Alignment tool bar.
Select the tasks in the workflow to align, then click the icon that indicates the desired type of alignment.
Notes:- To select multiple tasks, hold the [Ctrl] or [Shift] key when selecting the tasks.
- The Alignment toolbar is dimmed if there are fewer than two tasks selected.
- If the alignment toolbar is not displayed, click View > Toolbar > Alignment.