Assigning States to Tasks

When you create a task, the system assigns three mandatory processing states, which cannot be removed, to the task: Accepted, Completed, and Received. You can also assign additional states to tasks and remove states that are assigned to tasks.

To assign predefined states to tasks:

1. In the Task editor, click the States/Statuses tab.

   See "Task Editor States/Statuses Tab" for more information about the fields on this tab.

2. In the States area, click the Select button.

   The Select a State dialog box is displayed.

3. Select a user-defined state to assign to the task.

   See "About Task States and Statuses" for more information about mandatory task states and user-defined task states.

4. Click OK.

To create a new state and assign it to a task:

1. In the Task editor, click the States/Statuses tab.

   See "Task Editor States/Statuses Tab" for more information about the fields on this tab.

2. In the States area, click the corresponding Add button.

   The Add State dialog box is displayed.

3. Enter a name and a display name for the new state.

4. Click OK.

To remove a state assignment for a task:

1. In the Task editor, click the States/Statuses tab.

   See "Task Editor States/Statuses Tab" for more information about the fields on this tab.

2. Select a state and click Remove to delete a state from the list.