Tasks & Dates

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Task Dependencies

If the task has dependencies, they are shown here.

Before: If this task is dependent upon another task, you will see tasks listed that are completed before this task is activated.

After: If this task is a parent task, you will see tasks listed that will be activated as a result of this task being completed.

Task Dates

Note: Dates are calendar days, not business days. Calendar day is used in how task dates are generated. This includes weekends and your corporate holidays.

Activation date is

The task activation date is set in relation to either the work event creation date or a work event defined date. Zero days after a creation date equates to a task being activated when it is created.

Dependent tasks are activated when the parent task is completed and the activation date is met.

Tip: If the current task is a self-completing task, the activation date should be set to 0 days after the creation date. In most cases, when establishing a self-completing task (a task whose sole purpose is to send a milestone notification), the self-completing task is established as a dependent task.  

Warning date is

The task warning date is set as a reminder for an approaching due date. Warnings dates generate two indicators:

• Optional notifications. The Assignee of a task may optionally be sent a warning notification to alert them of an approaching due date.
• Dashboard and Reporting status indicator.  A task list viewed through the dashboard or a report displays an icon to indicate a task is in a warning status.

Task is due

The task due date is set in relation to the event creation date, activation date, or defined date.

Zero days after a creation date equates to a task being due when it is created.

Examples of effective dates are Start Date for an Onboarding event, Transfer Date for a transfer event and Termination Date for an Offboarding event.

Task will expire

Set whether the task can expire:

• Schedule or manual: The task can be expired based on time schedule (set below) or manually by a permissioned user.
• Only manual expiration: The task can only be manually expired by a permissioned user.
• Do not allow expiration: The task cannot be expired.

(Only available if Schedule or manual option is selected) Task will expire date is set in relation to the event creation date, activation date, due date, or termination date.

Zero days after a creation date equates to a task expiring when it is created.