Creating a Task Group

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

This topic describes how to create a task group. For more information, see Task Group and Displaying Object Types Used to Develop a Task.

To create a task group

1. In the Task Groups list, add a new task group using values from the following table.

   Property	Description
   Name	Enter a name for the task group.
   Project	Choose a project for the task group.
   Display Name -String Override	(Optional) Enter a value for the task group label. Siebel CRM displays this label in the context pane in the Siebel client. For more information, see Context Pane.
   Require Context BC	(Optional) If this task group includes a task that is context-sensitive, then make sure the Require Context BC option includes a check mark. For more information, see Task Group.

2. Make sure the task group you added in the previous step is selected.

3. Under the Task Group, add a new Task Group Item.

4. Define properties for the new task group item, using values from the following table.

   Property	Description
   Type	Choose Task. The value you define in the Type property determines the values that appear in the Action Invoked property, so you must define the Type property first.
   Action Invoked	Choose the task that you want to start. The Action Invoked property instructs the task to open when the user clicks the link in the context pane. For more information, see Context Pane.
   Context Business Component	If you placed a check mark in the Require Context BC option in step 1, then select a Context Business Component. Otherwise, leave this property empty.
   Sequence	(Optional) Enter a numerical value. The Sequence property allows you to define the order that Siebel CRM uses to display the links in the context pane. For more information about task order in task groups, see Task Group.