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Manage Task Definitions page (task workflow)

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This page shows all the tasks definitions that are defined in your system. At a glance, you can see task definitions and how they are organized in a task workflow.

Key info

  • Page defaults to alphabetical order. Task definitions are in alphabetical order. Dependent topics are in alphabetical order.
  • Some key elements of this page:

     

    Description

    1

    Task definition. Click the task definition link to view all the rules that govern the task (Edit Task Definition page).

    2

    Elbow image indicates dependent task(s).

    3

    Action icons. Hover your mouse over them to learn what they do.

    4

    Indicates the task assignee (the person or team responsible for completing task).

    5

    Indicates a document is attached as part of the task.

Good to know

  • Parent/child hierarchy with dependent tasks. Child tasks become active after the parent task completes.
  • Don't like alphabetical order of tasks? You can reorder them using a unique ID (as defined by your organization).