Several tasks may be grouped together and collectively added to an issue. These pre-defined Task Groups can maintain a consistent workflow in the course of resolving issues. Within Task Groups, dependencies among tasks can be established, e.g. task 3 cannot be completed until tasks 1 and 2 have been completed.
In a Task Group with Yes / No / NA scenarios, subsequent tasks may be canceled depending on the selection of Yes, No, or NA, depending on the parameters you have defined within the Task Group.
Adding Task Groups
Steps:
- Click the gear icon in the upper right > click Tasks beneath Tools > click Add beneath Task Groups section on the right quick menu.
- Enter a Task Group name.
- Enter a Display Order value if the Task Group should appear in a particular order in the Task Group drop-down in the Task Manager.
- Click Save.
A confirmation message will appear when this process is complete.
Editing Task Groups
Steps:
- Click the gear icon in the upper right > click Tasks beneath Tools > click List beneath Task Groups section on the right quick menu.
- Click edit next to the appropriate Task Group from the Task Group List displayed.
- Edit the appropriate field value(s) OR click on the Task Manager to edit the Tasks within the Task Group.
- Drag/drop any groups or organizations that should see the task group to the righthand columns.
- Click Update to save the selected groups/organizations.
- Click Update once all your changes have been entered.
A confirmation message will appear when this process is complete.
Deleting Task Groups
Steps:
- Click the gear icon in the upper right > click Tasks beneath Tools > click List beneath Task Groups section on the right quick menu.
- Click del next to the appropriate Group Task from the Task Group List displayed.
- Click OK when prompted with the message: "Are you sure you want to delete this Task Group?"
A confirmation message will appear when this process is complete.
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