Applying Task Attributes

To locate tasks in the system, you can apply attributes to the task. When you select an attribute, you can set a value for the attribute based on the attribute type. You can later filter by the attribute value.

For example, you may have a List attribute named Sales Region with the values of North, South, East, and West. The current task applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”

To apply task attributes:

  1. Open a task and select the Attributes tab.

    To add an attribute, select Actions, and then Add. Enter:

    • Attribute

      Select an attribute from the list of defined attributes.

    • Type

      This noneditable field is populated by the Attribute.

    • Value

      Select a value associated with the type of attribute; for example: a numeric value for Formatted Number attribute, a List for List attribute, multiple lines of displayed text without scrolling for Multi-Line Text, a name of a person, User, or Yes or No for the Yes/No attribute.

    • Access

      All roles have view access unless otherwise specified in the table below.

      To add an access, for each of the Text Box and Attachments tabs:

      1. Click Add.

      2. Select a role.

      3. Select one of the Role access types:

        • Do Not Display—Does not see this attribute in any of the dashboards, list views, or reports.

        • Allow Edits—Has the ability to add, change, and remove values for the attribute, but subject to the editability rules.

        • Required—Requires a value for the attribute.

  2. Click OK.