Create Task Widget

Create Task Widget

The Create Task widget creates a new task in a selected task list with values for standard task fields set directly in the Widget Properties pane.

NOTE: If you need to define additional fields or set Priority or Status values other than the ones provided in the Create Task widget, consider the Create Item widget instead.

Widget Properties:

Column Description
Task List (Required) By default, the task will be created in the Default Task List configured in Central Administration > Workflow Conductor Control Panel > General Settings. To select a different Task List for the new task in the site, site collection, or another site in another site collection, click the Icon-Ellipsis button and make selections in the Site Collection, Site, and List boxes.
Title (Required) Enter a Title for the new list by typing text in the property field or by clicking the Icon-Ellipsis button to open the text editor. Add lookups to the Title using the Add Lookup button (Button-AddLookup) in the text editor.
Priority

Select a Priority for the task. Available choices are:

  • (1) High
  • (2) Normal (default)
  • (3) Low
Status

Select an initial Status for the task. Available choices are:

  • Not Started (default)
  • In Progress
  • Completed
  • Deferred
  • Waiting on someone else
Percent Complete Enter a number between 0 and 100 to set an initial Percent Complete, either by typing a number or by adding a lookup to a number using the Add Lookup icon (Icon-Search).
Assigned To

Enter a user to assign the task to using one of the following methods:

  • Type a display name or account name for a SharePoint or Active Directory user or SharePoint group and click the Check User icon (Icon-Checkmark).
  • Click the Lookup User icon (Icon-UserLookup) to search for a SharePoint or Active Directory user or SharePoint group in the User Lookup form.
  • Enter a lookup to user or group data using the Icon-UserLookup button in the User Lookup form.
Task Description Enter a Task Description for the task by typing text in the property field or by clicking the Icon-Ellipsis button to open the text editor. Add lookups to the Task Description using the Add Lookup button in the text editor.
Start Date

Define a Start Date for the task using one of the following methods:

  • Type a date directly in the text box.
  • Select a date or date/time using the Calendar icon (Icon-Calendar).
  • Add a lookup to a date or date/time value using the Add Lookup icon (Button-AddLookup).
Due Date Define a Due Date for the task using one of the methods described in the Start Date property above.

NOTE: The Start Date and Due Date fields in a default SharePoint Task have a Date Only display format, and any specific time you enter for them is stored with the field but is not displayed in the Task list. Dates entered in the Widget Properties without a time will be stored in SharePoint with a time of 12:00 AM. If the SharePoint field is later changed to a Date and Time display format, the time stored with the field will be displayed.

Save ID To Select a workflow variable with a Text data type to store the new task ID. Create variables in the Workflow Settings tab in the settings pane, or click the Create new variable link next to the variable list. The task ID variable can be used later in your workflow to reference the item you just created.
Run As This widget can run with the permissions of the workflow initiator, the workflow designer, or another user. Select the option in the Run As property that best matches your requirement. For more information, see the Common Widget Properties topic.
Click Apply to save the widget settings.

Example Using Create Task Widget

Return to Lists and Items Widgets

See Also: