To enter properties in the Tasks tab:
- If it is not already selected, select the Tasks step, then click the Tasks tab.
When you create tasks for this step, they are listed to the left of the up and down arrows shown Tasks tab above. You can then use the arrows to position a task within the list. Since only the first four tasks in the list will appear in the corresponding step in the diagram, using the arrows to position tasks simply allows you to control those that get shown in the step in the diagram.
- Click New. The Task dialog box appears.
- In the Name field, type a name.
- In the Description field, type a description.
- In the Type field, select a type.
- Proceed as follows if you selected Module in the Type field:
- In the Module field, select an applicable module.
- If you selected the Investor module, then select a Map. To display data from a date other than the current date, select a Version or enter a date in the Data as of field.
- If you selected the Scorecard module, then select a Scorecard. To display data from a date other than the current one, select a Version or enter a date in the Data as of field.
- If you selected the Workbook module, then select a Scorecard and a Tab.
- If you selected the Forms module, then select a Form and Tab. To display data from a date other than the current one, select a Version or enter a date in the Data as of field. If the Form supports the creation of a new Item or Portfolio, and this task requires the creation of same, select the relevant option in the Create new entity drop-down field.
- If you selected the Dashboards module, then select a Dashboard and Tab. To display data from a date other than the current one, select a Version or enter a date in the Data as of field. If the Dashboard supports the creation of a new Item or Portfolio, and this task requires the creation of same, select the relevant option in the Create new entity drop-down field.
- In the Sign off field, select a value for the type of sign off form. For more information about this field, refer to Defining Sign Off.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- In the Performer field, accept the default or click Select next to the Performer field and select the performer of this task from the Performer dialog box. Then click OK. For more information about using this dialog box, refer to Selecting a Performer.
- Click OK.
- In the Module field, select an applicable module.
- Proceed as follows if you selected Document in the Type field.
- Click Select next to the Document field. The Documents dialog box appears. Select an item or portfolio. A list of documents uploaded for this item or portfolio appears in the Documents dialog box. Select a document from the list and click OK.
- In the Sign off field, select a value for the type of sign off form. For more information about this field, refer to Defining Sign Off.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- In the Performer field, accept the default or click Select next to the Performer field and select the performer of this task from the Performer dialog box. Then click OK. For more information about using this dialog box, refer to Selecting a Performer.
- Click OK.
- Proceed as follows if you selected Web in the Type field:
- Enter a valid Web URL in the Link to field or click Browse next to the Web field to select the applicable intranet file to which to link.
- In the Sign off field, select a value for the type of sign off form. For more information about this field, refer to Defining Sign Off.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- In the Performer field, accept the default or click Select next to the Performer field and select the performer of this task from the Performer dialog box. Then click OK. For more information about using this dialog box, refer to Selecting a Performer.
- Click OK.
- Proceed as follows if you selected Instructions in the Type field:
- Type any instructions into the Description field.
- In the Sign off field, select a value for the type of sign off form. For more information about this field, refer to Defining Sign Off.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- In the Performer field, accept the default or click Select next to the Performer field and select the performer of this task from the Performer dialog box. Then click OK. For more information about using this dialog box, refer to Selecting a Performer.
- Click OK.
- Proceed as follows if you selected Embedded workflow in the Type field:
- In the Embedded workflow field, select a workflow. Both enabled and disabled workflows display in the Select a Workflow pop-up window.
- Select Host workflow or Embedded workflow to determine the way workflow system execution permissions are defined.
- Check Host workflow waits for completion of embedded workflow if you want the workflow to wait for the embedded workflow to end before it ends.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- In the Manager of embedded workflow field, either accept the As defined in embedded workflow checkbox default or uncheck it and click Select to select a different Manager of the embedded workflow. Then click OK. For more information about using this dialog box, refer to Selecting a Performer
- A Completion Policy field appears if all the following are true: You selected Groups as the Manager of embedded workflow, you selected the Host workflow waits for completion of embedded workflow option, and you do not select the As defined in embedded workflow option.
- In the Completion Policy field, select one of the following completion policies: All, Any, or Majority. (If you select All, then all performers in the group would be required to approve the workflow task for the workflow to proceed. If you select Any, then as soon as any performer in the group approves a task, the whole task is considered approved. If you select Majority, then as soon as fifty percent (50%) or more of the total number of users in the group/role have approved, the whole task is considered approved.)
- Click OK.
- Proceed as follows if you selected Query-based portfolio in the Type field:
- Select Workflow System Execution Permissions user or Query Permissions user to determine the query-based portfolio permissions user.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- Click OK.
- Proceed as follows if you selected Update category in the Type field:
- Select Static Value if you want the task to change the value of a category to a static value. Select Category Value if you want the task to change the value of a category to that of another category.
- In the Target Category field, select the category to be updated.
- In the Data as of field, accept the default, select a version, or enter the as of date for the source category value.
- If Static Value is selected: In the Value field, select an appropriate value. The type of field will reflect the value type of the category. (For example, if the category selected was a value list, the value field will be a drop-down field containing all of the values in that value list.
- If Category Value is selected: In the Source Category field, select the category whose value you want to replace that of the Target Category. In the Data as of field that corresponds to the Source Category, enter a date. The system will use the value of the Source Category as of this date to determine the new value of the Target Category.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- Click OK.
- Proceed as follows if you selected Change home portfolio in the Type field:
- In the New home portfolio, select another home portfolio. The type of entity (Portfolio of Items or Portfolio of Portfolios) selected for the New home portfolio, determines to some extent the possible options of the Scope fields.
- In the Scope section of this dialog box, complete the applicable fields. For more information about these fields, refer to Defining Task Scope.
- Click OK.