Defining Task Manager Attributes

To define a Task Manager attribute:

  1. From the Home page, click Application, and then Task Manager.
  2. Click the Attributes tab on the left Attributes tab.
  3. Click New New icon.
  4. On the New Attribute dialog box, enter the following information:
    • Name- Enter the name for the new attribute.
    • Select the Attribute Type:
      • Date
      • Date/Time
      • Integer
      • List -- If you select List, enter a list of valid responses to the question.
      • Multi-Line Text -- If you select Multi-Line Text, 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. The maximum length should be less than 4,000 characters.

        Select Include Attachments if you want to include an Attachments section on the Actions dialog box.

      • Number -- If you select Number, select number formatting options:
        • For Decimal Places, enter a value for the number of decimal places to display.
        • Select Display as Percentage if you want numbers to display as a percentage.
        • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)
        • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).
        • From the Negative Number list, select how to display negative numbers, for example, (123).
        • From the Scale list, select a scale value for numbers, for example, 1000.
        • True or False
        • Text
        • User
        • Yes or No
      • Calculation - Select to add logical and mathematical functions for attributes.
      • Total - Select from None, Average, Count, or Sum.
    • Click OK.