Specifying Task Type Questions

You can specify Task Type questions that apply to all tasks with that Task Type.

Note:

The Questions tab is not available for a Task Type that uses an automated Integration.

To specify questions:

  1. Create a new Task Type.
  2. Select the Questions tab.
  3. Click New.
  4. From the New Question dialog box, for Question, enter the text for the question.
  5. From the Type list, select a question type:
    • Date

    • Date and Time

    • Integer

    • List

      Enter a list of valid responses to the question.

    • Multi-Line Text

      The maximum length should be less than 4,000 characters.

      Enter the Number of Lines, from 3 to 50 lines. Multi-Line text determines how many lines of text are visible, without scrolling, on the Actions dialog boxes.

      Include Attachments- select if you want the custom attribute to include an attachments section.

  6. Assign a Role. The purpose of assigning a role is to determine which role can answer the question:
    • Assignee

    • Approver

    • Owner

    • Viewer

    When re-ordering questions, you can only re-order within a role.

  7. If the question is required, select Required.

    The Required checkbox is disabled for Questions assigned to Owner or Viewer roles.

  8. Click OK to save the question.
  9. Optional: To change the order of questions, select a question, then click Move to Top, Move Up, Move Down, or Move to Bottom.
  10. Optional: To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.
  11. Click Save and Close to save the Task Type.