Managing Task Lists

Subtopics

Task lists guide users through the planning process by listing tasks, instructions, and due dates. Administrators and interactive users create and manage tasks and task lists. Users who are granted the Task List Access Manager role can assign task lists and tasks to other users.

  To manage task lists:

  1. Select Administration, then Manage, then Task Lists.

  2. Use the Manage Task Lists page to configure task list folders and create and manage task lists.

    If a data form contains promotional path rules, you can view validation reports in a Validation Reports folder.