To locate Task Types in the system, you can apply custom attributes to the Task Type. When you select an attribute, you can set a value for the attribute based on the attribute type. You can later filter by the attribute value.
For example, you may have a List attribute named Sales Region with the values of North, South, East, and West. The current Task Type applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”
To apply an attribute:
From the Attributes tab, click Actions, then select Add, or click the Add icon.
For Value, depending on the attribute, select a value for the attribute from a drop-down list, or enter a value.
Optional: Select Display To User if you want the attribute to display on the Task Action and the Report Binder Task page.
Optional: From the Updatable by list, select an option that determines which user role can update the attribute value.
Optional: Select Required if the attribute value is required.
If the attribute is both updatable and required:
By the assignee, the assignee must enter a value prior to submitting the task to the approver
By the approver, the attribute value must be set prior to the approver approving the task.
By multiple approvers, the first approver must have the attribute value set. Subsequent approvers can update the attribute. The assignee can submit the task with the attribute value blank.