“Start process” dialog
Shown after you select a process – see Starting processes. The fields depend on whether the process is started for a client or for an engagement.
For a client
| Field | Description |
|---|---|
| Start and end date | Set as owner dates and used for task deadlines. They affect only tasks with this setting. |
| Change responsible person | If not set, the client's responsible employee is used. Affects only tasks set to be assigned to the responsible person. |
| Change the title/description of the main task | Convenient for standardized single-task processes whose title and/or description is set when they are created. |
For an engagement
| Field | Description |
|---|---|
| Change responsible person | If not set, the engagement's responsible person is used. Affects only tasks set to be assigned to the responsible person. |
| Change dates | Start and end date as owner dates. By default the start and end of the engagement are used. They affect only tasks with this setting. |