1. Administering Tax Reporting
  2. Managing Tasks
  3. Creating Tasks
  4. Adding Task Questions

Adding Task Questions

Note:

The Questions tab is not displayed for automated tasks or parent tasks.

When you create a task, you may want the Assignee to answer questions about their actions before they indicate a task is complete. For example, you may ask if a certain process was followed when completing that task.

You can specify questions on the task. You can specify various types of questions, such as Text, Number, or True/False, and indicate whether they are required. If a question is required, the user must respond or they cannot submit the task for approval. You can also order the questions by using the Move Up and Move Down buttons.

For schedule tasks, users can respond to the questions from the Task Actions page. If you are creating or updating a task in a template, an additional column displays, showing whether the row is locked or unlocked to indicate whether the user can remove or update the questions. Rows that are locked cannot be edited or deleted because they are inherited from the Task Type.

In templates, the Task Type questions are displayed, but are not editable.

Note:

Only users who have the task Viewer role can respond to questions.

To add a question:

  1. On the Home page, click Application, and then click Task Manager.
  2. Click the Templates tab on the left, and then click the Tasks tab.

    Note:

    If you've enabled the Redwood Experience, the Tasks tab displays at the bottom of the page instead of at the top.
  3. From the New Task or Edit Task dialog box, click Questions.
  4. Click Add.
  5. Enter the Question with a maximum of 2000 characters or less.
  6. For Type, select from the following options:
    • Date
    • Date/Time
    • Integer: Enter a value between -2147483648 and 2147483647.
    • List: Enter a list of valid responses to the question (up to 255 characters).
    • Multi-Line Text: Enter the Number of Lines, from 3 to 50 lines. Enter a maximum of 4000 characters. Multi-Line Text determines how many lines of text are visible without scrolling, on the Actions dialog boxes. Select Attachments if you want to include an attachments section.

    • Number: Enter a value xxxxxxxxxxxxxxxxx.xxxxxxxxx (17 digits and 9 decimal places).

      Select number formatting options:

      • For Decimal Places, enter a value for the number of decimal places to display.

      • For Display As Percentage, check the box if you want a percentage to display.

      • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00).

      • For Currency Symbol, select a currency symbol; for example, $ (United States of America Dollar).

      • For Negative Number, select how to display negative numbers; for example, (123).

      • For Scale, select a scale value for numbers; for example, 1000 or 1000000000000.

    • True/False
    • Text: You can enter a maximum of 4000 characters.
    • User
    • Yes/No
  7. Assign a Role (Assignee, Approver, Owner, Viewer) to the question. Access is based on responsibilities.
  8. If the question is required, select Required.

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

  9. Click OK.
  10. Optional: To change the order of questions, select a question, then click Move To Top, Move Up, Move Down, or Move To Bottom.
  11. Optional: To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.
  12. See also: