Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >

Creating Tasks

End users can use tasks to group activities together logically. Tasks function as containers for groups of related activities. In this version of Siebel Professional Services Automation, tasks can be imported from Microsoft Project into Siebel Professional Services Automation, and can be exported from Siebel Professional Services Automation to Microsoft Project. For more information about using Microsoft Project with Siebel Professional Services Automation, see Microsoft Project Integration.

There are two parts to creating and using a task—creating the task record, and then adding new activities to the task.

To create tasks

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record to which the tasks will be associated.
  4. Click the Tasks view tab.
  5. In the Project Tasks list, create a new record.
  6. Complete the necessary fields.

    Some fields are described in the following table.



    Brief note describing the task.

    Do Not Export

    Check this box if you do not want this task to be exported to Microsoft Project.


    Date and time the task should be finished.


    Name given to the task. If no name is given you will be unable to drill down on the task to add further details or add activities to the task.

    Parent Task

    Allows for hierarchy of tasks. For example, one task might be Deploy System while a child might be Training.

    Predecessor Task

    Task that needs to be completed before this one can be started.


    Importance of the task. Values come from PSTASK_PRIORITY.


    Current status of the task. Values come from LOV PSTASK_STATUS.


    A way of defining what type of task this is. For example, Milestone or Meeting. Values come from LOV PSTASK_ALT_TYPE.

NOTE:  Priority, Status, and Type all have the parent LOV Type PSTASK_TYPE and the LOV Value Requirement. Thus, any new entries for the Priority, Status, or Type LOVs need to be associated with the parent LOV in the Application Administration > List of Values Explorer view.

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