Setting Task Properties

The Properties tab enables you to set the task name, task ID, description, task type, priority, start and end date or duration.

You also use the Properties tab to specify task owners and assignees. During the close cycle, if an owner or assignee is not available to work on the task (due to sick time, vacation, has left the company, or is simply too busy), you can reassign any user associated with a task, template, or schedule. Template, schedule, and task owners, assignees, and approvers may also reassign their tasks.

For end-user tasks, you can allow an assignee to open a pending task prior to the scheduled time, if all of the task predecessor conditions have been met.

Automated tasks have no assignees, however you can specify Run As IDs for users under which tasks of that type are run.

  To set task properties:

  1. Create a task and select the Properties tab.

  2. Enter a task name (required).

  3. Enter a task ID that can be used to identify the task (required). Task IDs must be unique within the template or schedule.

  4. Enter a task description.

  5. For Event Monitoring tasks, enter the Source.

  6. For Task Type, click Browse and select a Task Type (required).

  7. From the Priority list, select a priority for the task:

    • High

    • Medium

    • Low

  8. Select a Start date, then select the time of day for the task to start.

  9. Perform one of the following actions for the following Task Types:

    • End-User task: Select an End date, then select the time of day for the task to end.

    • System-Automated task: Select the Duration (days, hours, minutes). Automated tasks have no End date.

    • Event-Monitoring task: Select an End date, then select the time of day for the task to end.

  10. Optional: For an End-User task, select Allow Early Start to allow the assignee to open the task before the scheduled start time.

  11. For Owner, click the Select Owner button, Select User button to find a user.

    Note:

    The owner must be an individual user, not a group. If you do not select a user, the owner defaults to the current user.

  12. Perform one of the following actions:

    • For an End-User task, for Assignee, click the Select Assignee button, Icon for selecting assignee to find a user.

      Note:

      The assignee must be an individual user, not a group. If you do not select a user, the owner becomes the default assignee. Parent and automated tasks have no assignees.

    • For a System-Automated task, for Run As, click Select Run As Account, search for and select a user under which tasks of this type will be run, and click OK.

      Note:

      If the selected Run As user is the user creating the task, authorization is not required.

  13. Select Active to include this task in schedules generated from the template.

    Note:

    This option is not available for tasks created in schedules.