The Create task toolbox item is a simple method to create a task against a work item.

Common Uses

There are many types of tasks in Sharedo, such as a basic task (covered in this article), communications, document expectations, gateways, key dates and many more. These are used throughout Sharedo.

Pre-requisites

Work item ID - to use the Create task toolbox item you will need to have captured the work item ID of the work item for which you want to create the task.
Variables - any of the fields on the configuration that show this icon will allow you to insert a variable into the text. Before you set these fields you will need to have set up your variable on the data tab and retrieved and inserted the information you want to use into the variable.

Step - to use this item form the toolbox you will need to have a step on your canvas into which to drag it

Configuring Create outbound email

1. Click on the toolbox tab of your workflow canvas

2. Select the Create outbound email option and drag onto the step in which you wish to place it

3. Click on the Create outbound email item you have dragged onto the canvas to add in the configuration

4. Enter in the configuration for the toolbox item

 

Action Name	Give the action a descriptive name
Parent Work Item	The ID of the work item to wish to create this outbound email task. Note: This should also match the context of the document template
Task Type	This will be pre-populated with the correct type (Task > Activity > Email > Outbound Email).
Subject	The subject line for this email. This can also be accompanied by variables by using the  icon.
Tag	Specify the tag that will be attached to the task. A common use of this is to group together common tasks in a worklist
Due date	You have 2 options for setting the due date: Due on date - Select the desired variable from the drop down list. This may have been output from a Date calculations toolbox item. Or due after how many days - Manually enter the due after days value.
From participant role	Select who the email is coming from.
To participant role	Select the recipient role. This is mandatory.
CC participant role	Select which roles should be copied into this email.
Regarding	Indicate the person or organisation about whom the document is being sent.  Note this is not a mandatory field and is only usually used in specialist circumstances
Document template	Select the document template from the drop down list. Note: The document context must match that of the work item.
Add action plan	Add an action plan to the task if required. Adding an action plan to a task in workflow
Common Outlets	These are the common outlets used with this toolbox item but other outlets are available (see Phase Outlets below).
Phase Outlets	Switching on a phase outlet means that when the task reaches that specific phase you are able to link to another step in the workflow.
Output	This section allows you to store the new task ID in a variable should you need to use this at a later time.