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Create Task#

🔒 Task.Create

🔒 Task.CreateTemplate

🔒 Task.CreateFromTemplate

Overview#

This operation is used to create a new Task. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

  • For sending Notifications it is necessary to specify the following configuration entries:

    • /Cmf/System/Configuration/Task/NotificationType - defines the type to be used when creating a Task Notification.
    • /Cmf/System/Configuration/Task/NotificationSeverity - defines the severity to be used when creating a Task Notification.
    • /Cmf/System/Configuration/Task/RemindersCheckInterval - defines the interval (in seconds) used by the system to check whether reminders need to be sent for any given Task.

Sequence of Steps#

Step 1#

  1. Specify a title for the Task.
  2. Select the owner of the Task. The owner is the person who will be in charge of carrying out the Task.
  3. Specify the priority of the Task. By default, the priority of the task is set to Medium, but it is possible to set it also with the value Low or High.
  4. Define the due date. The due date is the latest point in time when the task must be completed. Pick a date from the calendar and a time by clicking on the clock icon.

  5. By selecting Advanced Options, it is possible to define additional information:

    • Task Details
      • System State - can be defined as Released (default) or Created. A task can only be performed if it is Released.
      • Details - optionally, it is possible to specify details for the Task.
    • Execution
      • Results - optionally, it is possible to specify results for the Task.
    • Notification
      • Check the Send Email option, to send an email to the Owner when the Task is created or when the reminder date (if defined) is reached and the Task has not yet been completed.
      • Check the Send Notification option, to send a Notification email to the Owner when the Task is created or when the reminder date (if defined) is reached and the Task has not yet been completed. The reminder Notification is also sent to the requester of the Task.
    • Optionally, define a reminder date. Reminder emails and/or Notifications will be sent when the reminder date is reached if the Task has not been completed by then.

  6. Select Create to complete the creation of the Task.

Create_Task