Adding a Task Group to a View

This task is a step in Process of Creating a Task.

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 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.

For more information, see Task Group and Displaying Object Types Used to Develop a Task. A number of factors determine how a task appears in the task pane. For more information, see Task Does Not Appear in the Task Pane.

To add a task group to a view

1. Select the view where you want to add the task group.

2. Add a new View Task Group under this view.

3. (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 select this application in the Application property.

If there are additional views under which this Task Group should be available, then add the Task Group to those views as well.