When you create a task, the system assigns three mandatory processing states, which cannot be removed, to the task: Accepted, Completed, and Received. You can also select additional predefined states. Similarly, you assign completion statuses to the task by selecting from a list of predefined statuses or by adding your own.
When assigning task states and statuses, see the following topics:
When you create a task, the system assigns three mandatory processing states, which cannot be removed, to the task: Accepted, Completed, and Received. You can also assign additional states to tasks and remove states that are assigned to tasks.
To assign predefined states to tasks:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
In the States area, click the Select button.
The Select a State dialog box is displayed.
Select a user-defined state to assign to the task.
See "About Task States and Statuses" for more information about mandatory task states and user-defined task states.
Click OK.
To create a new state and assign it to a task:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
In the States area, click the corresponding Add button.
The Add State dialog box is displayed.
Enter a name and a display name for the new state.
Click OK.
To remove a state assignment for a task:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
Select a state and click Remove to delete a state from the list.
You assign completion statuses to the task by selecting from a list of predefined statuses or by adding your own. You can also remove statuses that are assigned to the task.
To assign statuses to tasks:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
In the Statuses area, click the corresponding Select button.
The Select a Status dialog box is displayed.
Select a predefined status to assign to the task.
See "About Task States and Statuses" for more information about statuses.
Click OK.
To create a new status and assign it to a task:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
In the Status area, click the corresponding Add button.
The Add Status dialog box is displayed.
Enter a name and a display name for the new status.
Select a value for the Constraint field.
All statuses have a corresponding constraint severity level that determines the transition behavior of the task when a constraint violation occurs. When you add a new status and select the associated default constraint, the system displays a list of available values.
See "Defining Constraint Behavior Properties" for more information.
Click OK.
To remove the status assignment from a task:
In the Task editor, click the States/Statuses tab.
See "Task Editor States/Statuses Tab" for more information about the fields on this tab.
Select a status and click Remove to delete a status from the list.