Using Workflow in Tasks

Once a workflow has been configured, it must be assigned to a task template in order to be used.

Go to Setup > Task Setup > Task Template. Select the template that you want to assign the workflow to. At the bottom of the template there is a workflow drop down list from which you may select from your list of available workflows.


When a task is added, there will be a section of the task window for the workflow. You may manipulate the size and position of the workflow section by clicking Advance …….

Select Workflow from the Field drop down list.


The Static Position represents the position and size of the area reserved for the field label. The field position represents the position and size of the workflow box itself. For more information on formatting the size and position of these fields, see User Defined Field Setup.