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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".

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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:

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

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

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    Statuses Tab
    Statuses Tab
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  • Due Date - configure due dates for your tasks.

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

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

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

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

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    Task Filters & Columns Tab
    Task Filters & Columns Tab
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  • Contact Filters - select contact manager fields to be used as filters by users

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    Contact Filters Tab
    Contact Filters Tab
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Note
  • The Actions and Permissions tabs will be enabled once the Responsible Party has been selected from the Basics tab.
  • The Properties, Data Flow and Contact Filters tabs will be enabled once a Form is attached from the Basics tab.
  • The Task Filters tab will be enabled once a Map Property has been added from the Properties & Data Flow tab.
  • It is only possible to delete Task Definitions which do not contain any tasks.


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