Task Menu Options

Regardless of the type of Task, you add to your process, all configurations of a task will be through the Process Flow tab interface.

After a task has been added to your process, a context-sensitive task menu is available for each task by right clicking on the task.


From this Task Menu, you will be able to access specific areas of configuration.  The following is a high-level list of available configurations for tasks:

Option Description
Configuration ->Edit Detail Basic task name, description, and some task behavior options
Configuration -> Configure Task Task-specific configuration will vary by task type.
Configuration -> Configure Rules Define the business rules for a task starting
Configuration -> Display Settings Settings for how the task is displayed to the recipient (including help and priority indicators) in the Request Detail.
Configuration -> Notification Settings Define email settings and text for subject and body of the email when the task is assigned to a recipient(s).
Configuration -> Reminders and Timeouts Configure time-based settings - reminder intervals, timeout thresholds, due date displays.
Configuration -> Advanced Settings Advanced task configuration dealing with loopbacks, threading, and canceling a task on timeouts.
Configuration -> Dynamic Names Use source data from the process to dynamically name a request and/or task.
Recipients -> Recipients Assign users, group(s), or role(s) to a task
Recipients -> Assignment Settings Allowing task recipients to reassign or cancel tasks
Copy Task Copies the task.
Delete Task Remove the task from the process.

Each of these Task Menu items will be discussed in the following sections.  Additionally, each task's specific configuration will also be discussed in its own area.  Not all tasks require the same configuration.

Edit Detail
Configure Task: Varies by task type. Each task type and their configuration settings can be found here.
Configure Rules
Display Settings
Notification Settings
Reminders and Timeouts
Advanced Settings
Dynamic Names
Assignment Settings
Copy Task: Copy a task by right-clicking on the task and click 'copy shape and config'. Next, go to an empty area of the process flow canvas, right-click and select paste.
Delete Task: By clicking delete task, a confirmation dialog will display to confirm the deletion of this task.