Creating Tasks

When you create a task, you give it a name, description, and due date. As the task requester, you then assign the task to yourself or another user to complete.

Any user can create a stand-alone task, even if that user has no assigned analysis types. To create a task associated with a scenario, you must be the scenario owner, a participant, or an administrator. You can create tasks associated only with scenarios in the In Progress state.

  To create a task:

  1. Do one of the following:

    • From the Home page, in the Tasks section, click Create Task and select an analysis type.

    • In the navigation panel, click Manage Tasks; and then click Create Task.

    • In the Analysis Workbench, select an analysis type and click View Tasks; then click Create Task. (You can use this method only if you have assigned analysis types or if you are a scenario participant.)

    • While creating a new scenario or editing an In Progress scenario, go to the Tasks section and click Add Task.

  2. Enter task details.

    See “Viewing Task Details” in Managing Tasks for information on the task information to enter.

  3. Click Create.

    If you created the task from within a scenario, click OK to return to scenario details screen, and then click Save.

    Note:

    The analysis types displayed when you create a task are defined by an administrator on the Presentation tab in the Administration Workbench.