Adding Task Questions

Note:

The Questions tab is not displayed for automated tasks or parent tasks.

When you create a task, you may want the Assignee to answer questions about their actions before they indicate a task is complete. For example, you may ask if a certain process was followed when completing that task.

You can specify questions on the task. You can specify various types of questions, such as Text, Number, or True/False, and indicate whether they are required. If a question is required, the user must respond or they cannot submit the task for approval. You can also order the questions by using the Move Up and Move Down buttons.

For schedule tasks, users can respond to the questions from the Task Actions page. If you are creating or updating a task in a template, an additional column displays, showing whether the row is locked or unlocked to indicate whether the user can remove or update the questions. Rows that are locked cannot be edited or deleted because they are inherited from the Task Type.

In templates, the Task Type questions are displayed, but are not editable.

  To add a question:

  1. From the New Task dialog box, select the Questions tab.

  2. Click Add.

  3. In the Question text box, enter the question text.

  4. From the Type list, select a type:

    • Date

    • Date and Time

    • Integer

    • List:

      If you select List, enter a list of valid responses to the question.

    • Multi-Line Text

      The maximum length should be less than 4,000 characters.

      Select Multi-Line Text, then enter the Number of Lines, from 3 to 50 lines. Multi-Line Text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.

      For Multi-Line text type: Select Include Attachments if you want the custom attribute to include an attachments section on the Reconciliation Actions dialog box.

    • Number:

      If you select Number, select number formatting options

      • For Decimal Places, enter a value for the number of decimal places to display.

      • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)

      • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).

      • From the Negative Number list, select how to display negative numbers, for example, (123).

      • From the Scale list, select a scale value for numbers, for example, 1000.

    • Text

    • True or False

    • User

    • Yes or No

  5. Assign a Role (Assignee, Approvers, Owner, Viewer) to the question. Access is based on responsibilities.

  6. If the question is required, select Required: Users can close a reconciliation without answering their questions, but they cannot Submit or Approve.

    Note:

    The Required checkbox is disabled for Questions assigned to Owner or Viewer roles.

  7. Click OK.

  8. Optional: To change the order of questions, select a question, then click Move to Top, Move Up, Move Down, or Move to Bottom.

    Tip:

    To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.