Welcome > Jobs > Create a job

Create a job

Create a job, case, or job in case as required by your business or customers.

Once you create a job, case, or job in case, it appears on your work queue. On the Work Queue page, take and complete an activity, or reassign it to others.

Create a job

  1. On the Jobs menu, click Create.
  2. On the Category list, select the category.
  3. On the Process list, select the process on which to base your job on.
  4. Select the Create Job Synchronously check box to create a job synchronously.

    When you select this option, TotalAgility Workspace performs the job automatically (on a single thread of execution to improve performance). You can only select this option if all the activities on the process map are automatic and the process map is synchronous.

  5. Click Create.

    The job is created successfully and the job ID is displayed as a hyperlink. Click the link to view the job properties.

Create a case

  1. On the Jobs menu, click Create.
  2. Click Case.
  3. On the Category list, select a category.
  4. On the Process list, select the process on which to base your job.

    The Case Ref box appears.

  5. In the Case Ref box, enter a unique case reference.
    Note When you create a job based on a case process without providing a case reference number, the job ID is taken as the case reference number. When performing any job-related search, such as searching for associated jobs, you must enter the job ID as the case reference number.
  6. Click Create.

    The case is created successfully and the ID is displayed as a hyperlink. Click the link to view the case properties.

Create a job in case

  1. On the Jobs menu, click Create.
  2. Click Job in Case.
  3. On the Category list, select a category.
  4. On the Process list, select the required process.

    The Case Ref box appears.

  5. In the Case Ref box, enter a unique case reference.
  6. Select the Business Process Maps check box to list all process maps and case maps in the Process list.
  7. Click Create.

    The job is created successfully and the ID is displayed as a hyperlink. Click the link to view the properties.