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Add Workflow Tasks

You can add new workflow tasks to an issue, and specify the sequence in which they are performed.

Note: The following procedure applies only to issues assigned to a category with an associated CA SDM classic workflow. For information about working with issues assigned to a category with an associated CA Workflow process definition, see Process CA Workflow Workitems.

To add a workflow task to an issue

  1. Select Issues, Assigned or Unassigned on the Service Desk tab, and then select the Priority level for the issues you want to display in the list.

    The Issue List appears.

  2. Select the issue to update.

    The Issue Detail page appears.

  3. Select the Workflow Tasks tab, and click Insert Tasks.

    The Insert New Workflow Task page appears.

  4. Complete the fields as appropriate.

    See Insert Workflow Task Fields for field definitions.

  5. Click Add.

    The new workflow task appears on the Workflow Tasks tab on the Issue page.

More information:

Insert Workflow Task Fields