1. User's Guide
  2. Automating Tasks
  3. Creating Taskflows

Creating Taskflows

You create a taskflow to link a series of tasks and specify the time to run them. When you create a taskflow, you assign it a name and description. Then you add task stages and links between tasks. Stages define specific tasks, such as data loads. Links specify how the system should proceed after completion of the step.

To create taskflows:

  1. Select Navigate, then Administer, and then Consolidation Administration.
  2. Select Administration, and then Taskflows, and then Manage, or expand Taskflows from the left side navigation pane and select Manage.
  3. From the Taskflow page, click New.
  4. For Name, enter a taskflow name.

    The name can contain up to 40 characters.

  5. For Application, enter a name for which to create taskflows.
  6. Optional: For Description, enter a taskflow description.
  7. Click Submit.

    The taskflow editor is displayed, where you can add stages and links.