Step 1: Open a new workflow task
Option 1: You can start a new workflow task right after creating a workflow template by clicking into 'Create Workflow Task' button.
Look up: How to customize a workflow template?
Option 2: Go to the Workflow Tasks listing page, click 'New Workflow Task'
Step 2: Select workflow template
Name the workflow task
In the dropdown list of workflow templates, choose one you want to use
(Optional) Add a tracking number to help trace the activity later.
Step 3: Create the Workflow Task
Click ‘Create New’ to finish and save your workflow task.
After creating, the workflow task will appear in the task list with the status set as 'New.'
