Setting Task Properties

The Properties tab enables you to set the task name, task ID, description, task type, priority, start and end date or duration.

You also use the Properties tab to specify task Owners and Assignees. During the close cycle, if an Owner or Assignee is not available to work on the task (due to sick time, vacation, has left the company, or is simply too busy), you can reassign users associated with a task, template, or schedule. Template, schedule, and task Owners, Assignees, and Approvers may also reassign their tasks.

For end-user tasks, you can allow an Assignee to open a pending task prior to the scheduled time, if all task predecessor conditions have been met.

Automated tasks have no Assignees, however you can specify Run As IDs for users under which tasks of that type are run.

Event Monitoring tasks have no Assignees and Run as IDs.

  To set task properties:

  1. In your application, open a New Task. See Creating Tasks.

  2. On the Properties tab, enter:

    • Task Name (required).

    • Task ID

      Enter a task ID that can be used to identify the task (required). Task IDs must be unique within the template or schedule.

    • Description

    • Organizational Unit

      Represents a hierarchical entity-type structure that you can use to model your organization. Define a separate organizational unit for each entity for which separate reporting is required, or for entities that require different configurations for any of the following: time zones, holidays, work days, or viewer or commentator assignments.

      See Managing Organizational Units for Tax Operations.

    • For Event Monitoring tasks, enter the Source.

    • Task Type (required)

      Click Browse and select a Task Type.

    • Priority

      Select a priority for the task:

      • High

      • Medium

      • Low

    • Owner

      Use the default owner or click Select Owner Select Owner button to select a user, team, or Shared Services group.

  3. Click Save and Close.