Creating a Task

Configuration > [Onboarding (Transitions)] Administration > Task Definitions

1. Click Create.
2. Enter a code, name and description for the task.
   The description is visible only to the Onboarding (Transitions) administrator who can determine what is the intention/behavior of the task when viewing, for example, the process that it has been used in, or to decide whether to incorporate it into future processes.
3. Enter guidelines as required.

   Guidelines are displayed to assignees when the task is assigned to them. Guidelines appear as a tooltip when assignees pause the mouse over the task name in the career section Tasks tab.

4. Select a type of task.
   The type of task is a list of values that can be used for any purpose relevant to your business needs, although there is no significance in the Onboarding (Transitions) product that results form choosing any value selected in this field.
5. Select a priority for the task.
   Priority is an evaluation of the urgency with which a task should be executed. The value selected has no concrete effect on the behavior of the Onboarding (Transitions) product.
6. Select the action the task will perform and, from the list of sources, the related source.
7. Click Save.

After completion, you can configure a notification and/or a reminder if desired.