Documentation Center

Creating a Task

You can create a Workflow Process that does not involve any content items, and assign it to a User or Group. Such a Process is called a Task.

Procedure

  1. Access the Content Manager Explorer website.
  2. Click the Workflow area in the top right part of the screen and in the Things to do dialog that opens, click the Add button (labeled +).
    A New Task dialog opens.
  3. Under Title, briefly describe the Task.
  4. Select if you want to assign the Task to a Group or a User.
    The dropdown shows Groups or Users.
  5. Select the Group or User from the dropdown.
  6. If you want, select a Publication from the Publication dropdown. This is only necessary if your implementation of SDL Tridion Sites has different types of Tasks, and you know which Publication is associated with which type of Task.
  7. Click Assign Task.
    The User(s) to which you assigned the task see a notification that this Task was assigned to them. The Task also appears alongside their other Workflow Activities in the Assigned list of the Things to do dialog.