Defining Tasks

Page Name	Definition Name	Usage
Task Page	RC_TASK	Create tasks. Describe the work to be performed and the amount of time that it takes to complete it.
Assign/Events Page	RC_TASK_EVENTS	Sets up rules for assigning tasks and establish workflow processing for tasks.
References Page	RC_TASK_REFERENCES	View the phases and business projects that include the selected task.

Use the Task page (RC_TASK) to create tasks.

Describe the work to be performed and the amount of time that it takes to complete it.

Navigation

select Set Up CRM, then select Common Definitions, then select Business Projects, then select Task, then select Task

Image: Task page

This example illustrates the fields and controls on the Task page.

Field or Control	Definition
Billable Indicator	Select if the caller is billed for this task. The external billing system can query this field for information.
External Source	Select if an external process (rather than a person) performs the task and closes it. This check box is for informational purposes only.

Use the Assign/Events page (RC_TASK_EVENTS) to sets up rules for assigning tasks and establish workflow processing for tasks.

Navigation

select Set Up CRM, then select Common Definitions, then select Business Projects, then select Task, then select Assign/Events

Image: Assign/Events page

This example illustrates the fields and controls on the Assign/Events page.

Assignment

Specify default assignment information for manual tasks. The business project owner can change the assignments. If you do not enter default assignment information, the business project owner must assign the tasks.

Automated tasks (which are performed by an Application Engine process) do not need to be assigned to a person. However, entering assignment information for automated tasks enables you to send the assignee notifications related to the tasks.

Field or Control	Definition
Assignment Options	Select `Person,` `Provider` (provider group), or `Role.`
Assigned To	Select the default person, provider group, or role to whom the system assigns the task. Notifications for a role are sent to every person in the role. Notifications for a provider group may be sent to group members or to a group worklist or email address, depending on how you set up notification workflow. To assign the task to a provider group, enter the setID to refine the list of provider groups you can select. If you set up workflow that sends a notification to the assignee, the existence of a default assignee may determine whether you associate the notification with the Beginning of Task event or the Reassignment of Task event.

Field or Control

Definition

Assignment Options

Select Person, Provider (provider group), or Role.

Assigned To

Select the default person, provider group, or role to whom the system assigns the task.

Notifications for a role are sent to every person in the role. Notifications for a provider group may be sent to group members or to a group worklist or email address, depending on how you set up notification workflow. To assign the task to a provider group, enter the setID to refine the list of provider groups you can select.

If you set up workflow that sends a notification to the assignee, the existence of a default assignee may determine whether you associate the notification with the Beginning of Task event or the Reassignment of Task event.

Task Event Setup

Configure workflow associated with a task. You can create multiple events for each task.

Workflow that you set up for a task is used by every business project that includes the task. If the action is an email notification, you must reference a template that has the notification text before defining the workflow.

Field or Control	Definition
Task Event	Select an event to associate with workflow notification. Options are `Beginning of Task,` `Failure of Task,` `Success of Task,` `Completion of Task,` `Maximum Time Exceeded,` `Standard Time Exceeded,` and `Reassignment of Task.`
Rule Name (Workflow Action) and Email Template	Select the workflow action that is triggered. If the workflow action sends an email notification, select the workflow email template to use. The template is not required if the workflow action is to send a worklist notification. If you want the notification to include a link to the Task Status page (so that the recipient can access the page to update the task status), include the link in the workflow email template.

Field or Control

Definition

Task Event

Select an event to associate with workflow notification. Options are Beginning of Task, Failure of Task, Success of Task, Completion of Task, Maximum Time Exceeded, Standard Time Exceeded, and Reassignment of Task.

Rule Name (Workflow Action) and Email Template

Select the workflow action that is triggered. If the workflow action sends an email notification, select the workflow email template to use. The template is not required if the workflow action is to send a worklist notification.

If you want the notification to include a link to the Task Status page (so that the recipient can access the page to update the task status), include the link in the workflow email template.

Use the References page (RC_TASK_REFERENCES) to view the phases and business projects that include the selected task.

Navigation

select Set Up CRM, then select Common Definitions, then select Business Projects, then select Task, then select References

Image: References page

This example illustrates the fields and controls on the References page.

View the lists of phases and business projects that reference the selected task.

Defining Tasks

Pages Used to Define Tasks

Task Page

Assign/Events Page

Assignment

Task Event Setup

References Page