Create a task

Note:

You must save a study object before you can attach a collaboration note or task.

1. In the Project Explorer, select a study object.
2. Click the Tasks tab, which appears at the bottom by default, and click New Task.

   Tip:

   If you don't see the Tasks tab, at the top left of the page, select View, and make sure Tasks is selected.
3. From the Task Type drop-down list, select the type of task to create. (Task types are defined in Oracle Central Designer Administrator.)
4. From the Priority drop-down list, choose a priority for the task.
5. From the Due drop-down list, choose the date that the task is due.
6. On the Instructions tab, type the instructions for the task.
7. To edit the appearance of the text, use the buttons on the toolbar.
8. To add an attachment, complete the following steps:
   1. Click the Attachments button ().
   2. Click Add.
   3. Navigate to a file and click Open.
   4. Click OK.

   Note:

   The maximum size of the attachment is determined by a variety of factors, including information defined in the configuration file, available hard disk space, and available memory. To determine the approximate maximum attachment size, check the maxRequestLength attribute in the machine.config file.
9. Do one of the following:
   • If you are creating a Standard task, select the Assignment tab and choose the team (or teams) or user (or users) to assign the task to.
   • If you are creating a Translation task, select the Languages tab and choose the languages to which the task must be translated. (Only the languages configured as supported locales in the Oracle Central Designer Administrator application appear.)

   Note:

   You must assign every task to at least one individual or team. For translation tasks, the default assignment for the task type is used.
10. Click OK.

Option descriptions for Task Editor dialog box

The second tab that appears in the Task Editor dialog box depends on the type of task that is selected. For standard tasks, the dialog box has an Instructions tab, and for translation tasks, the dialog box has an Assignment tab.

Option	Description
Top toolbar	-
Accept, Complete, Close, Reopen, Unaccept	Accept, complete, close, reopen, and unaccept a task.
Top section	-
Study	(READ-ONLY) Study with the study object to which the task is attached.
Object Name	(READ-ONLY) Study object to which the task is attached.
Object Type	(READ-ONLY) Type of study object on which the task was created.
Created	(READ-ONLY) Date and time the task was created.
Requested By	(READ-ONLY) User who created the task.
Status	(READ-ONLY) Status of the task (Open, Accepted, Completed, or Closed).
Task Type	(REQUIRED.) Type of the task. An administrator defines task types in the Oracle Central Designer Administrator application.
Priority	(REQUIRED.) Priority of the task. Options are Critical, High, Medium, and Low.
Due	(REQUIRED.) Deadline for when the task must be completed. Default value—Current date and time.
Owner	(READ-ONLY) Person or team to which the task is assigned.
Completed By	(READ-ONLY) User who completed the task.
Completed Date	(READ-ONLY) Date and time the task was completed.
Instructions tab (Appears for standard tasks only)	-
Instructions text field	Text for the task.
Assignment tab (Appears for translation tasks only)	-
[List of roles]	List of roles to which the task can be assigned. If an administrator specified a default role to which the task type is assigned, the role is selected.

Note:

Use the buttons on the toolbar to add an attachment and format the text.