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	Copy 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.

Task Menu Options

Configure Task