Using Participants to Create Tasks

If you have participants, you can drag them to a blank area of a process to automatically create several types of task:

Procedure

  1. In the Project Explorer, click the participant, and holding down the mouse button drag the pointer to a blank part of the process and release the mouse button.
    Note: You can select multiple participants for drag and drop operations using the Ctrl (for single selection) or Shift (to select a range) keys.
  2. A menu is displayed with the following options:
    • Create User Task For Participant(s)
       Selecting this option creates a user task with the selected participants.
    • Create Service Task For Participant(s)
       Selecting this option creates a service task with the selected participants.
    • Create Manual Task For Participant(s)  
      Selecting this option creates a manual task with the selected participants.
    • Other Task Types
       This submenu contains more task types that you can create from a participant.