8.4

To insert a task:
1.
Open the Plug-in Bar by clicking on its tab. If you can't see the Plug-in Bar tab, click on the View tab in
the Ribbon and make sure the Plug-in Bar is highlighted in the Show/Hide section.
2. Locate the task you want to add to your process. You can navigate between the different task
categories by clicking the icons at the bottom of the Plug-in Bar.
3. Using your mouse, click and drag the task in your process at the place you want to insert it.
4. Depending on where you place your mouse, you may see that you can replace or insert existing tasks,
or not place it at that location at all.
5. When you drop the task in the desired location, a dialog box containing the available task properties is
displayed.
6. Set the task properties as required and click OK to close the dialog box.
There are a few things to keep in mind when dropping tasks:
l You can insert input tasks anywhere in the process except in output task locations.
l When you add an output task, a new branch leading to that new task is added above the selected task
or branch, except when replacing an existing output task.
l Dropping a task on top of another one replaces it.
l Dropping a task between two tasks will insert it at that location.
l You cannot add a task above the initial input task of a process, since new tasks are always added
above a selected task or branch.
Adding Branches
The PlanetPress Workflow Configuration program offers two different commands when it comes to adding
new branches to a process:
You can add a new branch, by dragging and dropping a branch, from the Process Logic category of the
Plug-in Bar, into your process. Branches can be added using the Adding Tasks method.
You can add a new branch that contains all of the tasks below the point where you insert the branch. To do
this, right-click on the first task that you want to include in the branch, and select Branch From Here.... An
unknown task will be created as an output below the branch.