Column Definitions for Task Manager
This section provides the column definitions for the following Task Manager objects:
- Task Manager – Schedule Tasks
- Task Manager – Templates
- Task Manager - Template Tasks
- Task Manager – Schedules
- Task Manager – Task Types
- Task Manager – Integrations
- Task Manager – Alert Types
- Task Manager – Filters
- Task Manager – Views
- Task Manager – Attributes
- Task Manager – Currencies
Task Manager – Schedule Tasks
This section provides the definitions for the Task Manager Schedule Tasks columns.
Table 24-1 Column Definitions - Task Manager – Schedule Tasks
Column Name | Description |
---|---|
Approver 1-10 | User, Group, or Team responsible for approving the task |
Approver 1-10 (Actual) | User who approved the task |
Approver 1-10 (Backup) | User who can approve the task if the Approver (Primary) is unavailable |
Approver 1-10 (Primary) | User, Group, or Team that was specified to approve the task |
Approver 1-10 End Date (Actual) | Actual end date when the role was completed |
Approver 1-10 End Date (Actual, Local) | Actual end date when the role was completed, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 End Date (Assigned) | Assigned end date for the approver |
Approver 1-10 End Date (Assigned, Local) | Assigned end date for the approver of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Rejections (Count) | Total count of scheduled tasks rejected by the approver |
Approver 1-10 Scheduled End Date | Effective end date for the approver of the task |
Approver 1-10 Scheduled End Date (Local) | Scheduled end date for the approver of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Scheduled Start Date | Effective start date for the approver of the task |
Approver 1-10 Scheduled Start Date (Local) | Scheduled start date for the approver of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Start Date | Assigned start date of the task |
Approver 1-10 Start Date (Local) | Assigned start date of the task, in the local time zone of the org unit (if assigned an org unit) |
Approvers (Count) | Total count of assigned approvers |
Assignee | User, Group, or Team currently responsible for working on the task |
Assignee (Actual) | User who submitted the task |
Assignee (Backup) | User who can work on the task if the Assignee (Primary) is unavailable |
Assignee (Primary) | User, Group, or Team who was specified to work on the task |
Assignee End Date | Effective end date for the assigned user |
Assignee End Date (Actual) | Actual end date when the assignee role was completed |
Assignee End Date (Actual, Local) | Actual end date when the assignee role was completed, in the local time zone of the org unit (if assigned an org unit) |
Assignee End Date (Assigned) | Effective end date for the assignee role to be completed |
Assignee End Date (Assigned, Local) | Actual end date when the role was completed, in the local time zone of the org unit (if assigned an org unit) |
Assignee End Date (Local) | assigned End Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Comments (Count) | Total count of comments for the scheduled task |
Created By | Name of the user who created the scheduled task |
Created On | Date and time when the scheduled task was created |
Description | Description of the scheduled task |
End Date | Effective end date of the scheduled task |
Ever Been Late (Assignee) | Indicates whether the date when the assignee submitted the task was past the due date |
Ever Been Late (Approver 1-10) | Indicates whether approver role has ever been late |
Execution Type | Execution type such as End User, System Automated, or Event Monitoring |
Instructions | Set of instructions for completing the scheduled task |
Integration | Integration associated with the scheduled task |
Last Updated By | Name of the user who last updated the scheduled task |
Last Updated On | Date and time when the scheduled task was last updated |
Late (Approver 1-10) | Indicates whether the approver completed the task past the due date |
Late (Assignee) | Indicates whether the assignee completed the task past the due date |
Open Task | Indicates whether the task is opened |
Organizational Unit | Assigned organizational unit |
Owner | Name of the scheduled task owner, which must be a Service Administrator or Power User |
Parent | Task ID of the parent task |
Predecessors | Predecessor for the current task. It can be from another template. |
Priority | Priority of the task |
References (Count) | Count of references added for the scheduled task (URL and content server references) |
Rules (Count) | Total count of rules directly on the scheduled task |
Run As | Run the task as the user. Only applicable for system-automated tasks. |
Run As Authorized | User who can authorize this task. If the Run As user is the user who also created the task, then the user can authorize the task, without being prompted to re-enter their password. |
Start Date | Effective start date of the scheduled task |
Start Task Early | Indicates whether the assignee is allowed to open a pending task prior to the scheduled start time |
Status (Icon) | Icon indicating the status of the scheduled task |
Successors | Successor for the current task |
Task ID | Unique identifier for the task |
Task Type | Type of task |
Example
The following example shows the task workflow between Assignee or Approver, Actual Assignee or Approver, and Primary Assignee or Approver.
Sl No | Action | Assignee / Approver | Assignee / Approver (Actual) | Assignee / Approver (Primary) | Comments |
---|---|---|---|---|---|
1 | Initial state | PREP_TEAM | PREP_TEAM | No one has claimed or submitted the task | |
2 | Barry Mills claims the task | Barry Mills | PREP_TEAM | User information based on claim action | |
3 | Barry Mills submits the task | Barry Mills | Barry Mills | PREP_TEAM | Actual set on workflow action |
4 | Admin re-assigns task to Susan Chang | Susan Chang | Barry Mills | Susan Chang | Both Assignee and Assignee (Primary) are changed, but Assignee (Actual) remains with the user who submitted the task |
5 | Task is rejected | Susan Chang | Susan Chang | Assignee (Actual) is cleared. Workflow goes back to the user who was re-assigned in the previous step | |
6 | Susan Chang submits the task | Susan Chang | Susan Chang | Susan Chang | Actual set on new user’s workflow action. |
Task Manager – Templates
This section provides the definitions for the Task Manager templates columns.
Table 24-2 Column Definitions - Task Manager Templates
Column Name | Description |
---|---|
Created By | Name of the user who created the template |
Created On | Date and time when the template was created |
Description | Description of the template |
Embedded In | A list of templates that the current template is embedded in |
Embedded Only | Template is only to be used as an embedded template and isn’t allowed to be deployed. This prevents supporting templates from being deployed by mistake. |
Embedded Templates | A list of templates that are embedded in the current template |
Last Schedule | Last schedule created from each template |
Last Updated By | Name of the user who last updated the template |
Last Updated On | Date and time when the template was last updated |
Name | Name of the template |
Number of Days After Day 0 | Number of days a template tracks after day zero. Days after Day Zero are represented as Day 3, Day 4, and so on. |
Number of Days Before Day 0 | Number of days a template tracks before day zero. Days before Day Zero are represented as Day-5, Day-4, and so on. |
Organizational Unit | Assigned organizational unit |
Owner | Name of the template owner, which must be a Service Administrator or Power User. The template owner is also the default owner of all tasks in the template unless overridden at the task level. |
Schedules | Total number of schedules created from each template |
Task Manager - Template Tasks
This section provides the definitions for the Task Manager template task columns.
Table 24-3 Column Definitions - Task Manager Template Tasks
Column Name | Description |
---|---|
Active | Status of the task template |
Approver 1-10 | User, Group, or Team responsible for approving the task |
Approver 1-10 (Backup) | User who can approve the task if the Approver (Primary) is unavailable |
Approver 1-10 (Primary) | User, Group, or Team that was specified to approve the task |
Approver 1-10 End Date (Assigned) | Assigned end date for the approver |
Approver 1-10 End Date (Assigned, Local) | Assigned End Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Scheduled End Date | Scheduled End Date of the task |
Approver 1-10 Scheduled End Date (Local) | Scheduled End Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Scheduled Start Date | Scheduled Start Date of the task |
Approver 1-10 Scheduled Start Date (Local) | Scheduled Start Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Approver 1-10 Start Date | Assigned Start Date of the task |
Approver 1-10 Start Date (Local) | Assigned Start Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Approvers (Count) | Total count of assigned approvers |
Assignee | User, Group, or Team currently responsible for working on the task |
Assignee (Backup) | User who can work on the task if the Assignee (Primary) is unavailable |
Assignee (Primary) | User, Group, or Team who was specified to work on the task |
Assignee End Date | End date for the assigned user |
Assignee End Date (Local) | Assigned End Date of the task, in the local time zone of the org unit (if assigned an org unit) |
Created By | Name of the user who created the template task |
Created On | Date and time when the template task was created |
Description | Description of the template task |
Execution Type | The execution type such as End User, System Automated, or Event Monitoring |
Instructions | Set of instructions for completing the task |
Integration | The execution type, End User, System Automated or Event Monitoring |
Last Updated By | Name of the user who last updated the template task |
Last Updated On | Date and time when the template task was last updated |
Organizational Unit | Assigned organizational unit |
Owner | Name of the template task owner, which must be a Service Administrator or Power User. The template task owner is also the default owner of all tasks in the template unless overridden at the task level. |
Parent | Task ID of the parent task |
Predecessors | Predecessor for the current task. It can be from another template. |
Priority | Priority of the task |
References (Count) | Count of references added for the template task (URL and content server references). |
Rules (Count) | Total count of rules directly on the enterprise journal |
Run As | Run the task as the user. Only applicable for system-automated tasks. |
Run As Authorized | User who can authorize this task. If the Run As user is the user who also created the task, then the user can authorize the task, without being prompted to re-enter their password. |
Start Task Early | Whether the assignee is allowed to open a pending task prior to the scheduled start time |
Successors | Successor for the current task |
Task ID | Unique identifier for the task |
Task Type | Type of task |
Template | Template associated with the task |
Task Manager – Schedules
This section provides the definitions for the Task Manager Schedules columns.
Table 24-4 Column Definitions - Task Manager – Schedules
Column Name | Description |
---|---|
Created By | Name of the user who created the schedule |
Created On | Date and time when the schedule was created |
Date Zero Date | Date to assign as day zero |
Description | Description of the schedule |
End Date | Effective end date for the schedule |
Last Updated By | Name of the user who last updated the schedule |
Last Updated On | Date and time when the schedule was last updated |
Name | Name of the schedule |
Organizational Unit | Organizational unit associated with the schedule |
Owner | Name of the schedule owner, which must be a Service Administrator or Power User |
Period | Period for the schedule |
Start Date | Effective start date for the schedule |
Status | Status of the schedule |
Tasks | Tasks associated with the schedule |
Year | Year when the schedule was created |
Task Manager – Task Types
This section provides the definitions for the Task Manager Task Types columns.
Table 24-5 Column Definitions - Task Manager – Task Types
Column Name | Description |
---|---|
Created By | Name of the user who created the task type |
Created On | Date and time when the task type was created |
Description | Description of the task type |
Execution Type | Type of execution associated with the task type |
Integration | Integration associated with the task type |
Last Updated By | Name of the user who last updated the task type |
Last Updated On | Date and time when the task type was last updated |
Name | Name of the task type |
Task Type ID | Unique identifier of the task type |
Task Manager – Integrations
This section provides the definitions for the Task Manager Integrations columns.
Table 24-6 Column Definitions - Task Manager – Integrations
Column Name | Description |
---|---|
Connection | Application to which the task belongs |
Created By | Name of the user who created the integration |
Created On | Date and time when the integration was created |
Description | Description of the integration |
Execution Type | Execution type for the integration |
Integration Cloud Deployment | Associated integration cloud deployment for the integration |
Last Updated By | Name of the user who last updated the integration |
Last Updated On | Date and time when the integration was last updated |
Name | Name of the integration |
Task Manager – Alert Types
This section provides the definitions for the Task Manager Alert Types columns.
Table 24-7 Column Definitions - Task Manager – Alert Types
Column Name | Description |
---|---|
Alert Type ID | Unique identifier for the alert type |
Associated With | Object associated with the alert type such as a task |
Created By | Name of the user who created the alert type |
Created On | Date and time when the alert type was created |
Description | Description of the alert type |
Enabled | Indicates whether the alert type is enabled |
Last Updated By | Name of the user who last updated the alert type |
Last Updated On | Date and time when the alert type was last updated |
Name | Name of the alert type |
Task Manager – Filters
This section provides the definitions for the Task Manager Filters columns.
Table 24-8 Column Definitions - Task Manager – Filters
Column Name | Description |
---|---|
Created By | Name of the user who created the filter |
Created On | Date and time when the filter was created |
Description | Description of the filter |
Last Updated By | Name of the user who last updated the filter |
Last Updated On | Date and time when the filter was last updated |
Name | Name of the filter |
Public | Whether the filter is public |
Type | Type of the filter |
Task Manager – Views
This section provides the definitions for the Task Manager Views columns.
Table 24-9 Column Definitions - Task Manager – Views
Column Name | Description |
---|---|
Created By | Name of the user who created the view |
Created On | Date and time when the view was created |
Default | Indicates whether the view is set as the default view |
Description | Description of the view |
Last Updated By | Name of the user who last updated the view |
Last Updated On | Date and time when the view was last updated |
Name | Name of the view |
Public | Indicates whether the view is public |
Type | Type of the view |
Task Manager – Attributes
This section provides the definitions for the Task Manager Attributes columns.
Table 24-10 Column Definitions - Task Manager – Attributes
Column Name | Description |
---|---|
Attachments | Indicates whether the attribute has attachments |
Calculation | Indicates if the attribute is a calculation attribute |
Created By | Name of the user who created the attribute |
Created On | Date and time when the attribute was created |
Last Updated By | Name of the user who last updated the attribute |
Last Updated On | Date and time when the attribute was last updated |
Lines | Number of lines of text that are visible, without scrolling, on the Actions dialog boxes |
Locked | Indicates whether the attribute is locked |
Name | Name of the attribute |
Type | Type of the attribute |
Task Manager – Currencies
This section provides the definitions for the Task Manager Currencies columns.
Table 24-11 Column Definitions - Task Manager – Currencies
Column Name | Description |
---|---|
Currency Code | Country’s currency code that identifies the currency |
Currency Symbol | Currency symbol for the currency code |
Decimal Places | Indicates how to display numbers with decimal values |
Description | Name of the country associated with the currency code |
Enabled | Indicates whether the currency code is enabled |