7.1.1 Create a Task

This topic describes the information about Create a Task.

For creating a task, user need to specify details, such as the task type, task code, and task description.
To create a task:
Before creating a task, ensure that the workflow for the task is created. For more information, refer Workflow.
  1. From the main menu, navigate to Collections and then click Maintenance.
  2. From the Maintenance menu, click Task and then click Create Task.
    The Create Task page appears.
  3. From the Task Type list, select the type of task that user want to create.
  4. In the Task Code field, enter a unique identification code for the task.
  5. In the Task Description field, enter a description for the task.
  6. From the Workflow list, select the workflow of the task type.
  7. From the User Defined Field list, select the user defined field of the task type.
    This list is displayed only if the Task Type selected is 'User Defined Field'.
  8. Click Save.
Once the task is created, user can view the same using the View Task page. Upon creation, the authorization status of the task is Unauthorized and the record status is Open. After a task is created, it must be authorized to be effective in the system.

Parent topic: Create Task