Siebel Business Process Framework: Task UI Guide > Developing a Task UI > Process of Creating a Task UI >

Adding a Task Group to a View

To add a task group to a view, do the procedure described in one of the following topics:

• Adding a Task Group to a View
• Adding a Task Group to Multiple Views

For more information, see Task Group.

A number of factors determine how Siebel CRM displays a task UI in the task pane. For more information, see Task UI Does Not Display in the Task Pane.

Adding a Task Group to a View

This topic describes how to add a task group to a view so that Siebel CRM displays it only in a specific view. For example, for a task UI that assists the user with creating a new opportunity, you can define the view so that the task group only displays in the task pane when the user is currently in the Opportunity List View. You can also limit display of the task group according to the Siebel application that is running in the Siebel client, such as Siebel Call Center.

To add a task group to a view

1. In the Object Explorer, click View.
2. In the Views list, query the Name property for the view where you must add a task group.
3. In the Object Explorer, expand the View tree, and then click View Task Group.
4. If necessary, display the View Task Group object type.

   For more information, see Displaying Object Types You Use to Develop a Task UI.

5. In the View Task Groups list, add a new view task group.
6. Optional. Configure Siebel CRM to display the task group only in a single Siebel application.

   If you require Siebel CRM to display the task group only in a single Siebel application, then choose this application in the Application property.

Adding a Task Group to Multiple Views

This topic describes how to add a task group so that Siebel CRM displays it across multiple views. For example, you can add the task group to the Task Pane View for a task UI that assists the user with creating a new opportunity but where the user must access the task from across multiple views.

To add a task group to multiple views

1. In Siebel Tools, in the Object Explorer, click View.
2. In the Views list, query the Name property for Task Pane View.
3. In the Object Explorer, expand the Views tree, and then click View Task Group.
4. In the View Task Groups list, add a new view task group.
5. Click the Task Group property, and then choose the task group from the Task Groups pop-up applet.

   At run time, Siebel CRM displays this task group globally across views in a Siebel application.