Enter this information for the Assignee:
Assignee—The user names available for selection as preparer are only those users authorized with the preparer role. To select to assign an Assignee to a named user, team, or Shared Services Group click
For an End-User task, for Assignee, click Select Assignee to find a user.
The Assignee can be an individual user, group, or team. If you do not select an Assignee, the owner becomes the default Assignee. Parent and automated tasks have no Assignees.
For a System-Automated task, for Run As, click Select Run As Account, search for and select a user under which tasks of this type are run, and click OK.
If the selected Run As user is the user creating the task, authorization is not required.
Select Active to include this task in schedules generated from the template.
This option is not available for tasks created in schedules.
Require Action By—Displays when an Assignee is set to be a team or group.
Any Assignee—By default, one and only one Assignee needs to submit the task.
All Assignees—Every user on the team has to submit the task before workflow proceeds to the next step.
Backup—If you assigned a user for the primary Assignee, you can assign a backup user authorized as an Assignee:
Enter the First Name and Last Name or click Search to select a backup user.
Select a start date, then select the time of day, in increments of 15 minutes, for the task to start.
Select an end date, then select the time of day, in increments of 15 minutes, for the task to end.
Optional: For Minimum Duration, enter the minimum duration of a task in the form of Days, Hours, and Minutes. An At Risk criteria is based on the condition if the Start date was missed AND (the End_date minus the Current_date is less than the minimum task duration OR the End_Date minus the Start_Date is less than the minimum duration). The At Risk tasks display in the Needs Attention Graph in the Status Chart of the Dashboard.
Optional: For an End-User task, select Allow Early Start to allow the Assignee to open the task before the scheduled start time.
Enter this information for the Approver:
Require Action By—Displays when an Approver is set to be a team or group.
Any Approver—By default, one and only one Approver needs to submit the task.
All Approvers—Every user on the team has to submit the task before workflow proceeds to the next step.