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 dropdown 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 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.