1. Business Process Framework: Task UI Guide
  2. Creating a Custom Task

Creating a Custom Task

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

You can use the Tasks list or Task Wizard to create a custom task. Since the Task Wizard makes sure you define the minimal set of properties and objects that your task requires, it is strongly recommended that you use the Task Wizard, instead of the Tasks list, to create custom tasks. For more information about task properties that are automatically defined when you create a new task object, see About the Task Property.

To create a custom task using the Tasks list

  1. In the Object Explorer, click Task.

  2. In the Tasks list, create a new task.

    At a minimum, define the following properties:

    • Task Name.

    • Project.

    • Business Object.

    • Indicate if the task is a subtask.

      Never modify the Is Subtask property of a task or a subtask after you create it. For more information, see Diagramming a Task.

To create a custom task using the Task Wizard

  1. Open an editable Workspace.

  2. Start the New Object Wizards (click the magic wand icon) and choose the New Task icon.

  3. Click Start.

  4. Enter these properties.

    1. Task Name: Name of the Task. It should be unique in the Workspace.

    2. Display Name: Name as it should appear in the Task Pane for the end user to choose.

    3. Business Object: The Name of the Business Object that will handle the data. Type it or choose it from the list.

    4. Transient Business Component: The Name of the Transient Business Component (TBC) that you will use to store data while the Task executes. Tasks do not require a TBC, but if you need one for your Task, it should have already been created to appear in the list. If you want to create the TBC later, leave this field blank and update the Task definition later with your desired TBC name. For more information, see Determining When to Use a Transient Business Component.

    5. Is Subtask: If this Task is intended to be a Subtask check this box.

  5. When satisfied with your choices click the Next button.

  6. The next View displays your choices as read-only so that you may confirm them.

  7. Click Finish to create the Task or Previous to adjust the values.

  8. The wizard displays the status of your Task’s creation. If there were any issues those will be displayed in the pane at the bottom of the wizard view.

  9. After clicking Finish, a popup window allows you to click OK to edit the Task definition or Cancel to return to the View you were on before starting the wizard.