1. Administering Tax Reporting
  2. Managing Tasks
  3. Creating Tasks
  4. Setting Task Properties

Setting Task Properties

The Properties dialog enables you to set the task name, task ID, description, task type, priority, start and end date or duration.

You also use Properties to specify task Owners and Assignees. If an Owner or Assignee is not available to work on the task (due to sick time, vacation, has left the company, or is simply too busy), you can reassign users associated with a task, template, or schedule. Template, schedule, and task Owners, Assignees, and Approvers may also reassign their tasks.

For end-user tasks, 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 properties:

  1. On the Home page, click Application, and then click Task Manager.
  2. Click the Templates tab on the left and then click Tasks.
  3. Open a task.
  4. Click Properties and enter this information:

    • Enter a Task Name of 80 characters or less.

    • Enter a Task ID that can be used to identify the task (required). Task IDs must be unique within the template or schedule.

    • Enter a Description of 1000 characters or less.

      Note:

      You can use carriage returns and URLs in Descriptions, Questions, and Instructions.

    • Organizational Unit

      Represents a hierarchical entity-type structure that you can use to model your organization. Define a separate organizational unit for each entity for which separate reporting is required, or for entities that require different configurations for any of the following: time zones, holidays, work days, or viewer or commentator assignments. Organizational Units are defined in system settings.

    • Task Type (required)

      Click Browse and select a Task Type.

    • Priority

      Select a priority for the task:

      • High

      • Medium

      • Low

    • Owner

      Use the default owner or click Select Owner Select Owner button to select a user or Shared Services group.

    • Select Active to include this task in schedules generated from the template.

      Note:

      This option is not available for tasks created in schedules.

  5. Click Save and Close.
  6. See also: