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Comment: Migrated to Confluence 5.3
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View the Workflows in Confluence video for more information if you are using Confluence v4.0 - v4.2. In Confluence v5.1, the Add Form, Add Flow, Add Submissions, and Add Task functions are located on the Tools Menu.

For example, consider a Vacation Request workflow. An employee wants to request vacation and fills out the appropriate portion of a paper form. The form is then handed over to a manager who must approve the vacation request, sign the form, notify the employee and file the paper form and/or notify HR.

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Note

View the multi-user workflows video for more information if you are using Confluence v4.0 - v4.2. In Confluence v5.1, the Add Form, Add Flow, Add Submissions, and Add Task functions are located on the Tools Menu.

Read the documentation on adding tasks to Confluence pages.

Read the general Live Forms documentation on designing flows for a detailed discussion on using the task list

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  1. Login to Confluence as an employee. 
  2. Navigate to the 'Vacation Request Flow' Confluence page, to which you added the workflow.
  3. You cannot see the Manager Approval section since you do not belong to the 'manager' Confluence group.
  4. After signing the request, the 'Send to Manager' button will be enabled. Click the button to send the request to a manager. You can also send the request to a specific person rather than any user in the group manager 

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The Task List embedded in a Confluence page looks like this in v4.x.

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The Task List embedded in a Confluence page looks like this in v5.1.1.

 

  1. Login to Confluence as a manager.
  2. Navigate to the 'Task List' Confluence page, to which you added the task list above.
  3. Click the  icon to perform this task.
  4. The form will be displayed in its original Confluence page.

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