The Tasks pane contains primarily the Design Tasks panel, which lists the links used when designing your process template diagram. Clicking any of these links displays the associated panel; for instance, the Layout Tasks panel and the Description panel for the Select and Change Layout link.
Note: To hide the Tasks pane, click the adjoining Hide icon (
). To view the Tasks pane again, click the Show (
) icon. You can also expand (and then collapse) any of the panels. To expand a panel, click the Expand (
) icon. To collapse a panel, click the Collapse (
) icon. Alternatively, you can expand (or collapse) a panel by clicking the panel header.
Select and Change Layout. Enables you to align and space process template elements and apply auto-layout. For more information, see Aligning and spacing worksteps.
Create Phases and Swim Lanes. Enables you to add a phase or swim lane to the process template diagram. For more information, see Creating swim lanes. This option is not available for Web applications.
Draw Shapes. Lists the worksteps and other process template elements (Start, Activity, Decision, Or-Join, End, etc.) that you can drag into the Content pane to create the workflow for your process. For more information, see Using shapes.
Connect Shapes. Enables you to draw connections between process template elements. The Connect Tasks panel show three types of connectors - Normal flow, Compensation flow, Timeout flow - that you can use to connect worksteps. If the connection is not valid, the connection cursor is displayed in red. Once you select a connector type, you can continue to make connections. To discontinue connecting, click any other Tasks pane link. For more information, see Connecting worksteps.
Assign Participants. Displays the performers grouped under 4 categories: Users, Adapters, Sub-Processes, and External. By default, performers include organization-level users and a predefined user, "Creator" for a Business Process, as well as a group of predefined managed adapters and a custom adapter. You can use this link to add, delete or modify the properties of a performer. For more information, see Defining performers.
Create Rules. Displays a series of predefined rule wizards. Expand a folder to view its rule wizards. Assign a predefined set of rules to a workstep or a process by dragging the rule wizard icon to the selected target. For more information, see AccessingRule Wizards. This option is not available for Web applications.
Create Annotations. Enables you to add an Annotation, Sticky Note, or a Group notation to the process template diagram. For more information, see Adding notes.
Note: For a brief description of how to use each of these links, expand the Description panel.