How to create a Task in the Workflow Tool?

To create a Task in the Workflow Tool, the function must first be permissioned in the Profile. In the permissions area activate the manage switch for the tools.

Once allowed:

Step 1 -  Click on the menu, in the upper right corner of the DAM;

Step 2 - Locate the tool you want to use;

Step 3 - Add a new Task by clicking the icon;

Step 4 -  Fill in the name, the task summary, the requested additional information, if you wish, link an item and the information for creating it at the end of the task;

Step 5 - Click on start task to save and open the task.

After the task is opened, the following phases will be available:

Open
- Everyone involved will have access to the task;

Running
- All those involved will have access to the task, but only the Executor will be able to send the attached material for validation;

- A draft of the Final Item will be created so that it can be accessed while the task is open;

In Validation
- All those involved will have access to the task, but only the Requester will be able to send the task for validation or return for execution;

On approval
- Everyone involved will have access to the task, but only the Approver will be able to send the task for completion or reject it, sending the task back for execution;

Finished
- Everyone involved will have access to the task, but only the Requester will be able to finish the task by saving the Item in the DAM.
- It will no longer be possible to perform any action within the task.

Rules:
1 - Limit of 10 attachments per task.