Page History

Task definitions contain various task characteristics, such as who can work on tasks, what form should be filled out as part of a task, what statuses and properties a task may have. Task definitions also specify next activities to be triggered automatically upon task-related events, e.g. when status changes or when the task becomes past due. 

Clicking the Task Definitions tab will allow you to create task definitions and view existing ones.

The Existing task definitions section lists all task definitions created, i.e. their names, parties responsible for task execution, and forms associated with a task. You can also edit or delete your task definitions from this page.

To create a Task Definition, you should click on the Create Task Definition button:

You will see a popup asking for a name of your "Task definition". Enter the name and click "Create".

Image RemovedImage Added

You will be redirected to the Edit task definition page, where you can set a parameters for a future task by navigating to the following tabs:

• Basics - indicate the basic task definition settings such as responsible parties and form associated with the task.

  Expand
  title Click here for more details:
  Excerpt Include Basics Tab Basics Tab nopanel true

  
  

• Statuses - view default and create custom statuses for your tasks.

  Expand
  title Click here for more details:
  Excerpt Include Statuses Tab Statuses Tab nopanel true

  
  

• Due Date - configure due dates for your tasks.

  Expand
  title Click here for more details:
  Excerpt Include Due Date Tab Due Date Tab nopanel true

  
  

• Actions - create workflow actions by creating follow up tasks.

  Expand
  title Click here for more details:
  Excerpt Include Actions Tab Actions Tab nopanel true

  
  

• Permissions - define what responsible parties and task managers can do with a task.

  Expand
  title Click here for more details:
  Excerpt Include Permissions Tab Permissions Tab nopanel true

  
  

• Properties & Data Flow - create task properties and set up data flow between users, form fields and properties.

  Expand
  title Click here for more details:
  Excerpt Include Properties & Data Flow Tab Properties & Data Flow Tab nopanel true

  
  

• Task Filters & Columns - allow users to filter tasks by properties, and decide which properties will be visible to them.

  Expand
  title Click here for more details:
  Excerpt Include Task Filters & Columns Tab Task Filters & Columns Tab nopanel true

  
  

• Contact Filters - select contact manager fields to be used as filters by users

  Expand
  title Click here for more details:
  Excerpt Include Contact Filters Tab Contact Filters Tab nopanel true