Creating New Tasks

You create tasks to include in processes that represent the activities required to offer a specific service to a customer. When creating tasks, you can create new tasks with minimal information or select an existing task upon which to base the new task entity.

To create new tasks:

  1. From the Studio menu, select New, then select Order and Service Management, and then do one of the following:

    • Select Order Management, then select Activation Task

    • Select Order Management, then select Automated Task

    • Select Order Management, then select Manual Task

    • Select Order Transformation, then select Transformation Task

  2. In the Project field, select the appropriate OSM project for this task.

    By default, the project under which the process was created is selected.

  3. (Optional) In the Extends field, select an existing task to leverage the task data and extend the functionality of that existing task.

    Click Select and select a task for the Extends field. If a suitable task does not yet exist, click New to create the task. See "About Task Extensions and Inheritance" for more information.

  4. (For activation tasks only) In the Activation System field, select the activation system type that the task will be communicating with.

  5. Associate the task with an order, if necessary.

    If you are creating a new task from the Design Studio main menu, you must associate the task with an order, and the Order field appears in the wizard. When you add tasks to the Process editor using the Task tool from the Activities drawer, the task is already associated with an order through the Process entity, and the Order field will not appear in the wizard.

    Note:

    If you are planning to use the task for an order (OrderA) and also an order (OrderB) that is extended from that order, you must select the parent order (OrderA) here.
  6. In the Name field, enter a name for the new task.

    The name must be unique among the task entity types. Two tasks cannot share the same name, even if they are different types of tasks. For example, an automated task and a manual task cannot share the same name.

  7. (Optional) Select a location for the task.

    By default, Design Studio saves the task to your default workspace location. You can enter a folder name in the Folder field, or select a location different from the system-provided default. To select a different location:

    1. Click the Folder field Browse button.

    2. Navigate to the directory in which to save the entity.

    3. Click OK.

  8. (For transformation tasks only) In the Transformation Manager field, select a transformation manager to be called from the task.

  9. (For transformation tasks only) In the Order Component field, select an order component to be used in the task.

  10. Click Finish.

    Design Studio displays the new task entity under the selected project in the Studio Projects view.

Related Topics

Task Editor

About Task Extensions and Inheritance