Define activities

Prev Next

An activity is a workflow section in which a process either runs automatically or is triggered by a person's action. To create a workflow, drag an activity from the left-hand sidebar into the flow diagram on the right. A new window opens for every activity placed in the flow diagram, in which you define the activity in more detail.

If you have placed a new activity in the workflow, connect the frame of the preceding node or step to the frame of the current step. Do this by using drag & drop to move the yellow output area of the preceding step downwards. An arrow which you can now connect to the current step is displayed.

If you wish to see brief information on how an activity already placed in a workflow is configured, move the mouse over the activity's node in the flow diagram.

For example, a tool tip is displayed as follows:

  • Assign to: list of the assigned users/roles/substitution rules

  • Task or Parallel task: description of the task and list of decisions

  • IF ... ELSE: defined condition

Note: If an employee is to make a decision, the assignment must be made beforehand using the Assign to activity.

Each activity must have a unique name within a workflow.