Task Maintenance

Task maintenance values appear in drop-down lists on task and sub-task attribute pages and are designated when a task or sub-task is created. Data administration enables you to add and modify drop-down list values, and set the status of a value to active or inactive.

When you select a value under Task/Sub-Task Maintenance, a page shows a table of all values that have been defined. You can sort these values by column. The default view is sorted in ascending, alphanumeric order.

Note: The proper data administration access privileges are required to view and modify application maintenance values.

Task Maintenance Values

You can create and maintain the following values:

Secondary Task/Sub-Task Type Attributes

To define a secondary task/sub-task type value, enter values for the following attributes:

Task/Sub-Task Priority Attributes

To define a task/sub-task priority value, enter values for the following attributes:

Task/Sub-Task Status Progression Attributes

To define a task/sub-task status progression value, enter values for the following attributes:

Task/Sub-Task Status Attributes

To define a task/sub-task status value, enter values for the following attributes:

Task/Sub-Task Type Attributes

To define a task/sub-task type value, enter values for the following attributes:

Task Status Progressions

You can set up task statuses in such a way that they help users understand the progression specific types of tasks may take. We refer to this as task status progression.

When you set up a task status progression, Ennov InSight enables users to choose from the statuses that you have defined as appropriate when moving from the current status.

The following illustrates an example of a task status progression named Marketing Approval Required.

As this example illustrates, Ennov InSight displays only the statuses a user can progress to - a task with a Planned status can progress only to the Send to Marketing status or to the Rejected status. These are the only statuses available when a user modifies the task status.

If you do not set up a task status progression, users can choose from any of the available statuses when they modify the task.

Note: After a progression has been defined for a specific task type/secondary task type combination, associating the secondary task type with a different task type causes errors in the system. If there is a need to associate the secondary task type with a different task type, create a new Task Type/Secondary Task Type combination using Data Admin > Task Maintenance > Secondary Task/Sub-Task Type Values.

Create a Task Status Progression

You can create a task status progression in Data Administration.

To create a task status progression:

1. On the home page, choose Go To > Data Administration.
2. Scroll to Task Maintenance.
3. Choose Task/Sub-Task Status Progression.
4. Click .

   The Status Progression Map page opens.

   

5. Click the Task/Sub-Task Type arrow and choose the Task Type to which this progression will apply.
6. Click the Secondary Task/Sub-Task Type arrow and choose the secondary task type.

   The available drop-down list values depend on the Task Type you choose in step 5. These values must be configured first in Data Admin > Task Maintenance > Secondary Task/Sub-Task Type Values.

7. Click the From Task/Sub-Task Status arrow and choose a status from which the task will progress.
8. Click the Default Flag arrow to indicate whether this task status should be the default status value displayed when the user creates a task of the type/secondary type combination chosen in steps 5 and step 6 above.
9. From the Available Statuses box, choose statuses that should be the next set of statuses available and move them to the Selected Progression Statuses box.

   If the current status of the task is the same as the From Task Status you chose in step 7 above, when you modify a type/secondary type task the list of available statuses that the task can progress to are those listed in the Selected Progression Statuses in step 9.

10. Click Save.

Modify a Task Status Progression

You can add, modify, activate, or deactivate a task status progression in Data Administration.

To modify a task status progression:

1. On the home page, choose Go To > Data Administration.
2. Scroll to Task Maintenance.
3. Choose Task/Sub-Task Status Progression Values.
4. From the list provided, click the progression you want to modify in the From Task/Sub-Task Status column.

   The Status Progression Map for the selected progression is displayed.

5. Make the necessary updates.

Example

6.

Click

Save

.