Adding Tasks to Task Lists

You can set completion dates and alerts for tasks. Alerts display on task lists as colored circles:

You can also set up e-mail messages, for example, to alert users that a task was not completed by its due date. Alert messages are sent after an “alert date” that you set, and are repeated until the due date is reached for a task. You must configure an e-mail server (see Specifying System Settings).

  To add tasks to task lists:

  1. Open the Manage Task Lists page.

    See Managing Task Lists.

  2. Select a task list, and click Edit.

  3. Click Add Child.

  4. For Task, enter a task name.

  5. For Type, select the task type:

    • URL Task: Opens a specified URL

    • Web Data Form: Opens a data form

    • Business Rule: Launches a business rule that you specify

    • Manage Approvals: Starts the review process with a specified scenario and version

    • Descriptive: Descriptive information

  6. For Instructions, enter information that explains how to complete the task.

  7. Optional: To enter a due date for the task, select Due Date and then select:

    1. The month, day, and year. (You can change the date display format in Planning preferences. See Specifying System Settings.)

    2. The hours, minutes, and AM or PM.

  8. Optional: To send e-mail message for uncompleted tasks, select Due Date, and then:

    1. Select Repeat Every, and enter a value.

    2. Select the frequency for e-mail reminders.

  9. Optional: To send e-mail messages after the alert date and before the due date, select Alert, and then:

    1. Set the date and time to begin sending messages by selecting the month, day, year, hours, minutes, and AM or PM.

    2. In the Alert area, select Repeat Every and enter a value.

    3. Select the frequency for e-mail reminders.

  10. Optional: To make task completion dependent on completing a primary task, select Dependency.

  11. Click Save and Close.

  12. Set properties (see Setting Task Properties).