Siebel Business Process Framework: Task UI Guide > Developing a Task UI > Process of Creating a Task UI >

Creating a Custom Task UI

The Task Wizard helps you define the minimal set of properties that a task UI requires. For more information about task properties that Siebel Tools automatically defines when you create a new task object, see About the Task Property.

To create a custom task UI

1. In Siebel Tools, choose the File menu, and then the New Object menu item.
2. In the New Object Wizards dialog box, click the Task tab.

   You can also right-click in the Tasks list, and then choose New Task Wizard to start the Task Wizard.

3. Choose the Task icon, and then click OK.
4. Use the wizard to create a new task UI:
   1. Define a project for the task UI.
   2. Define the name and display name for the task UI.

      Siebel CRM displays this display name in the task pane in the Siebel client.

   3. Indicate if the task UI is a subtask.

      You must never modify the Is Subtask property of a task UI or a subtask after you finish creating it. For more information, see Diagramming a Task UI.

   4. Define the business object that the task UI references.
   5. If necessary, define the transient business component that the task UI references.

      For more information, see Determining if You Must Use a Transient Business Component.

5. Click Finish.

   Siebel Tools creates a new object definition for the task UI, and then opens the Task Editor with the start and end steps already added.

6. Optional. To revise the task UI during development, use the Tasks list, as necessary.

Using the Tasks List to Create a Custom UI

You can use the Tasks list to create a custom task UI. However, it is strongly recommended that you use the Task Wizard instead of the Tasks list to create a custom task UI. The Task Wizard makes sure you define the minimal set of properties and objects that your task UI requires. For more information, see Creating a Custom Task UI.

To use the Tasks list to create a custom UI

1. In Siebel Tools, lock the project for the new task UI. If necessary, create a new project.
2. In the Object Explorer, click Task.
3. In the Tasks list, create a new task UI.

   At a minimum, define the following properties:

   • Task Name.
   • Project.
   • Business Object.
   • Indicate if the task UI is a subtask.

     You must never modify the Is Subtask property of a task UI or a subtask after you finish creating it. For more information, see Diagramming a Task UI.