Creating or Editing a Task Sequence Document

To configure a workflow, an administrator must define it in a Task Sequence document.

You can create a new document, edit an existing document, or copy and edit an existing document. See Task Sequence Document Fields for information about each field in the document.
  1. Open a Task Sequence document to edit.
    1. To create a new document, right-click the folder where it will be stored and select Administration > Create Form > New Task Sequence Document.
      The Task Sequence webform opens for editing.
    2. To edit an existing document (or a copy of an existing document) right-click the document and select File > Edit.
      The Task Sequence webform opens for editing.
  2. If you are creating a new document, provide a Name and Description, and select an Index option.
  3. If desired, select a Flavor for this workflow.
  4. Specify the Job Transitions for this workflow.
    1. To add a new transition, click Add, then provide details for all of the fields in the repeat group for that transition.
    2. If necessary, select the transition and click Up or Down to change the order of the transitions.
    3. If necessary, select a transition and click Delete to remove it from the workflow.
  5. Specify the remaining workflow-wide fields.
  6. If any tasks in the transitions you have created specify a Due Date Increment, and you want to send notifications when a scheduled job reaches a specific timeframe, Specify Scheduled Job Notification for transitions in this workflow.
  7. Close and save the Task Sequence document.
    1. If you are creating a new document, click Create.
    2. If you are editing an existing document, scroll to the top or bottom of the form and click Checkin Document.
      When prompted, enter a Checkin note describing your changes and click OK.
    The Task Sequence document is saved in the repository and can be used for workflow processes.