Creating Task Links for a Responsibility

After creating a responsibility, you can create links to the tasks commonly performed by employees who have that responsibility. These links are then displayed in the task list on the home page for these employees.

For each task link, you enter a caption, an image file, and a description. In addition, specify the view where the task is performed. When the user clicks on the hyperlink for this task on the home page, this view appears. Personalization of this type is already specified for various seed responsibilities.

The following procedure describes how to create task links for a responsibility.

To create task links for a responsibility

1. Log in as an administrator.

2. Navigate to the Administration - Application screen, then the Responsibilities view.

3. In the Responsibilities list, select the responsibility you want to associate with task links.

4. Click the Links tab.

5. In the Links list, do one of the following:

   • Click the Add tab.

     Click this tab to display the Add Links list, from which you can select an existing task link to add to the list of task links associated with the responsibility.

   • Click the New tab to add a new task link for this responsibility, and enter the following information:

     Field	Guideline
     Name	Enter the name of the task.
     Caption	Enter a caption for the task; this is displayed as a hyperlink in the task list.
     Description	Enter a description of the task; this is displayed under the caption in the task list.
     Destination View	Click the select button and choose the view that appears when the user clicks the hyperlink for this task.
     Sequence	Optionally, specify the order in which this task is displayed in the task list for this responsibility on the home page. If this field is empty, then tasks are displayed in the order that you list them here.
     Image	Select the graphic image that is displayed as a hyperlink next to this task in the task list.
     Group	This field is used if search specifications are applied to filter the tasks that are displayed in the task applet, if multiple task applets are associated with the responsibility.