A Workflow owner can create and add machine tasks to Workflow templates. Machine tasks correspond to actions in worksheets or boards, and are carried out automatically by Anaplan.

You must Create a template, or Edit template, in the Workflows section of the Workflow screen.

To select an action in the Workflow Builder, a model builder must first create the action in a model.


Note: This type of task must be part of a template or its running workflow. It cannot be created as an individual task.

To create a decision task:

  1. In the Workflow builder screen, select the Add a machine task option.
  2. In the right-hand configuration panel, enter a Task title and Instructions. The instructions are descriptive of the action that is automatically carried out by the system.
  3. In the Select Action section, select in order:
    • An Action type — these are standard model actions, such as import, export, and data write.
    • A Workspace — the workspace that contains the model and its actions. 
    • A Model — the model where the actions exist.
    • A Process — the name of the business process in the model.
  4. Select Publish to add this task to the template. Otherwise, if more changes are needed, select Save as draft. You can return to this task later.