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Move the workflow through to the step that you added the task to (by clicking on the steps in the workflow ribbon). In this example it was on the "Initial Meeting" step.
On the step change screen you see you default task.
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Tasks can only be assigned to people with a login to the system (otherwise they would have no way of seeing them). So make sure you have added a valid user to the role the task will be assigned to (you're probably the only user at this stage so add yourself to the role to be sure). |
Hit "Submit" and the action will move to the next step and you will be assigned the task. If you made this task mandatory for this step then you won't be able to move to the next step without confirming that this task has been completed (which gets recorded in the audit trail). Try it.