Adding Task Questions

Note:

The Questions tab is not displayed for automated tasks or parent tasks.

When you create a task, you may want the assignee to answer one or more questions about their actions before they indicate a task is complete. For example, you may ask if a certain process was followed when completing that task.

You can specify one or more questions on the task. You can specify various types of questions, such as Text, Number, or True/False, and indicate whether they are required. If a question is required, the user must respond or they cannot submit the task for approval. You can also order the questions by using the Move Up and Move Down buttons.

For schedule tasks, users can respond to the questions from the Task Actions page. If you are creating or updating a task in a template, an additional column displays, showing whether the row is locked or unlocked to indicate whether the user can remove or update the questions. Rows that are locked cannot be edited or deleted because they are inherited from the Task Type.

In templates, the Task Type questions are displayed, but are not editable.

  To add a question:

  1. From the New Task dialog, select the Questions tab.

  2. Click Actions, and then select Add, or click the Add icon.

  3. In the Question text box, enter the question text.

  4. From the Type list, select a type:

    • Yes/No

    • True/False

    • Date

    • List—Choice of values

      If you select List, enter a list of valid responses to the question.

    • Number

      If you select Number, select formatting options:

      • For Decimal Places, enter a value for the number of decimal places to display.

      • Select Thousands Separator if you want numbers to display a thousands separator (for example, 1,000.00)

      • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).

      • From the Negative Number list, select how to display negative numbers, for example, (123).

      • From the Scale list, select a scale value for numbers, for example, 1000.

    • Text

  5. If the question is required, select the Required check box.

  6. Click OK.

  7. Optional: To change the order of questions, select a question, then click Move to Top, Move Up, Move Down, or Move to Bottom.

    Tip:

    To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.