Tasks Design

Design tasks to guide users through the planning process with Task Manager to provide assignments, instructions, and due dates.

Consider these design best practices for tasks.

• Design tasks to guide users through the application to ensure that the process is followed and that all of the proper data has been collected.

• Use tasks to guide users through the planning process.

• Build tasks to support the different types of users and process flows, for example:

  • Open a form

  • Launch a business rule that you specify

  • Start the review process with a specified scenario and version

  • Copy a version of the current form’s data

  • Open a specified URL