Configuring Task Manager endpoints

(Mandatory) Identifies the endpoint. The name is displayed in the card view in Workspace. Do not include a < character because it will truncate the name displayed in Workspace. If you’re entering a URL as the name of the endpoint, ensure that it conforms with the syntax rules specified in RFC1738.

A description of the endpoint. Do not include a < character because it will truncate the description displayed in Workspace.

Instructions for the user who starts this workflow.

The name of the person who is responsible for the process.

Allows the user to forward the initial task.

Allows the user to see the attachment window.

Allows the user to add attachments and notes.

Locks the initial task.

The initial task is created with ACLs for shared queue users.

(Mandatory) The category in which the user will see the form in Workspace. Select a category from the list, or select New Category to add a category.

(Mandatory) A list of operations that can be assigned to the endpoint.