1. Administering Financial Consolidation and Close
  2. Managing Task Types
  3. Creating Task Types
  4. Setting Task Type Properties

Setting Task Type Properties

The Properties tab enables you to set the name, ID, and description, and associate an Integration Type.

For End User Types, you can allow an Assignee to open a pending task prior to the scheduled time, if all task predecessor conditions have been met.

To set Task Type properties:

  1. Create a new Task Type.

    The Properties tab is displayed by default.

  2. Enter a Task Type Name. You can enter a maximum of 80 characters.
  3. Enter a Task Type ID that can be used to identify the Task Type. You can enter a maximum of 80 characters.
  4. Enter a Description for the Task Type. You can enter a maximum of 255 characters.
  5. To specify an Integration, click the magnifying glass to search for and select an Integration, then click OK. Selecting an Integration enables the Task Type to inherit the parameters from that Integration.
  6. Optional: For an End-User Type, select Allow Early Start to allow the Assignee to open the task before the scheduled start time.
  7. See also: