7.1 Process to Create Task

This topic describes the information about Create a Task.

For creating a task, user need to specify details, such as the task type, task code, and task description.

To create a task:

Before creating a task, ensure that the workflow for the task is created. For more information, refer Workflow.

1. From the main menu, navigate to Collections and then click Maintenance.
2. From the Maintenance menu, click Task and then click Create Task.
   The Create Task screen is displayed.

   Figure 7-1 Create Task

   
   

   
   Description of "Figure 7-1 Create Task"

   
   
3. Specify the fields on the Create Task screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 7-1 Field Description: Create Task

   Field Name	Description
   Task Type	Indicates the task type. The options are: Customer Call Letter Email Data Capture
   Task Code	Indicates the unique identification code of the task type.
   Task Description	Indicates the description of the task.
   Workflow	Indicates the workflow of the task.
   User Defined Field	Indicates the user defined field of the task. This field will only appear when task type is selected as Data Capture.

4. From the Task Type list, select the type of task that user want to create.
5. In the Task Code field, enter a unique identification code for the task.
6. In the Task Description field, enter a description for the task.
7. From the Workflow list, select the workflow of the task type.
8. From the User Defined Field list, select the user defined field of the task type.
   This list is displayed only if the Task Type selected is 'User Defined Field'.
9. Click Save.

Once the task is created, user can view the same using the View Task page. Upon creation, the authorization status of the task is Unauthorized and the record status is Open. After a task is created, it must be authorized to be effective in the system.