“Process task” dialog
Open it from the Tasks section of the process details.
Most fields are the same as in the “New task” dialog. The additional fields and sections are described below.
General
| Field | Description |
|---|---|
| Group task | The task is the heading of a group of tasks. It is not created when the process starts – the tasks in the group are created instead. See Group tasks. |
| Mandatory task |
Advanced
| Field | Description |
|---|---|
| Assigned to responsible person | If the engagement for which the process is started has a responsible person, the task is assigned to them. |
| Assigned to employee | The task is assigned to the selected employee. |
| Assign to main contact | The task is assigned to the client's main contact. |
| Assigned to subcontractor, department, office | The task is assigned to the respective unit. |
| Set start/end date, Offset, Days, Minutes, Skip non-working days | See Task deadlines and dependencies. |
| Link to parent task, Relation to previous task | See Task deadlines and dependencies. |
| Visibility | As in the “New task” dialog. |
| Tags | The tags to add to the created task. Used for filtering and for process progress reports. |
Files
Templates and other files for the task. See Process details.
Custom actions
Additional functionality of the task. See Process details.
Help
User instructions on how to complete the task. Shown when the task is opened, right after its description.