Configuring User Tasks

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow.
3. On the design canvas under the Task Library, click + > select User Task.
   Result: A new User Task node is displayed.

4. Left click the User Task object.
   Result: The Properties panel for the User Task object is displayed.
   
   
5. Enter the Name of the User Task.
6. Zoom to select the Form to be used for the task.
7. Enter a Description (if applicable).
8. Check the Allow users with same role to sign-off checkbox to allow for users with the same role to be able to sign-off on the task.
9. Check the Save Sign-off Signature Information checkbox to track sign-off signatures in the record.
10. Check the Signature Required checkbox to require the user to enter a signature upon sign-off of this step.
    

For On Route and On Submission Properties see also Validation Rules and Actions.