Managing the Tasks dropdown


Tasks may be pre-defined from the Administration > Tasks menu. Default Task values have been created to help get you started. Feel free to build on these default values or delete them and create your own. When building workflow processes or creating task groups, you can choose from these pre-defined tasks or type a description at that time.

When using the Report Writer, bear in mind that reporting on tasks looks at two values – Task: Pre-Defined and Task: User Defined, so adding tasks to the dropdown to use in issues and workflows will report in a separate field than any task entered directly into the Task Manager.

Only users with Sys Admin or Can access and maintain Administration functions permissions can add, edit or delete Tasks within your system.

Users may add Tasks with unique descriptions in the Task Manager during the course of working on an issue. These tasks will not appear in the pre-defined Task List.