Adding new tasks in Process Modeler

Adding new tasks in Process Modeler

Document number: 15339

Tasks represent specific actions that need to be taken ("what is being done").

Click on a link below for further instructions:

Adding a new task
Adding several tasks at once (Power Add)
Add a task to the workspace that already exists in the model (not creating a new one) (Document 15340)

Adding a single task

To add a task, follow these steps:

Click on the task icon on the Object Creation Toolbar (see Eureka! document 15334 — Toolbars in Process Modeler).

You must click on the task icon for EACH task you wish to add. Once you add a task, your cursor will return to its default shape.

Move your mouse to your on your workspace. Your cursor will change to a pointer and a small rectangle: .
With your mouse cursor still in that shape, double-click on the workspace area.
The Add or Select Object screen appears: .
Enter a name in the blank field for the new task.
Click OK.
The task appears in your diagram, with a pushpin icon at the bottom of it:
Move the task into a swim lane on your model. The pushpin will no longer appear.
- If the task is already in the location you desire, you need to move the task just a little to get rid of the pushpin icon.
- In order to anchor your objects (thus, removing the pushpin icon), your workspace must have at least one swim lane. The swim lane helps you to identify who is responsible for the tasks listed.

A new task has been added where you specified. If you later wish to rename the task, see Eureka! document 15341 — Renaming an object in Process Modeler.

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Adding several tasks at once (Power Add)

You can add several tasks to your diagram in one step:

Click on the task icon on the Object Creation Toolbar (see Eureka! document 15334 — Toolbars in Process Modeler).
Move your mouse to your on your workspace. Your cursor will change to a pointer and a small rectangle: .
With your mouse cursor still in that shape, double-click on the workspace area.
The Add or Select Object screen appears: .
Click on the Power Add... button.
A Power Add screen appears.
Enter the name of the first task you wish to add in the blank field and press { Enter}.
Repeat the previous step for as many tasks as you wish to add.
When done adding tasks, click OK.
All the tasks appear in your diagram. They will have pushpin icons until you move the tasks to their desired location on your model.

If the task is already in the location you desire, you need to move the task just a little to get rid of the pushpin icon.

Your tasks should added as you specified. If you later wish to rename any of the tasks, see Eureka! document 15341 — Renaming an object in Process Modeler.

Click here to go back to the beginning of this document.