Difference between revisions of "Multi Step Tasks"
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==About | ==About Multi Step Tasks== | ||
Like a [[Process]], a | Like a [[Process]], a Multi Step task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused. Just like a Process, each step in the Multi Step Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data. | ||
Of course, a | Of course, a Multi Step Task doesn't include advanced features like parallel paths--but then, there is no need to create a flowchart (or [[Process Model]]), no need to define a Process as part of the Case Management system, and no need start the process using a Rule or an additional user action. Just create the Multi Step Task, and go! | ||
==Working with | ==Working with Multi Step Tasks== | ||
===Creating a | ===Creating a Multi Step Task=== | ||
# When viewing a case, click '''Add Task''' | # When viewing a case, click '''Add Task''' | ||
# In the dialog that appears, select '''Multi Step''' | # In the dialog that appears, select '''Multi Step''' | ||
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# Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated. | # Click '''[Save]'''.<br>The underlying process is immediately launched. As each step is completed, the task for the next step is generated. | ||
===Completing Steps in a | ===Completing Steps in a Multi Step Task=== | ||
When viewing a case: | When viewing a case: | ||
:* Tasks that are assigned to a specific user appear in the sidebar under '''My Tasks'''. | :* Tasks that are assigned to a specific user appear in the sidebar under '''My Tasks'''. | ||
Revision as of 23:52, 5 June 2013
About Multi Step Tasks
Like a Process, a Multi Step task can include User Tasks and Approval Steps. It can also branch backward to an earlier step when approval is refused. Just like a Process, each step in the Multi Step Task generates an entry for a designated user, either in the form of a task to carry out, or an approval to grant (or withhold) after reviewing case data.
Of course, a Multi Step Task doesn't include advanced features like parallel paths--but then, there is no need to create a flowchart (or Process Model), no need to define a Process as part of the Case Management system, and no need start the process using a Rule or an additional user action. Just create the Multi Step Task, and go!
Working with Multi Step Tasks
Creating a Multi Step Task
- When viewing a case, click Add Task
- In the dialog that appears, select Multi Step
- Give this (miniature) process a Title
- For each step:
- Provide a Description for the task
- Specify the User or Team assigned to carry it out
- Optionally, specify a Due Date
- Designate it as a User Step or an Approval Step
- For an Approval Step, specify which Step is next, after a rejection.
(The rejection can branch backward to an earlier step, or forward to a later one.)
- To add additional steps, click [Add Step]]
- Click [Save].
The underlying process is immediately launched. As each step is completed, the task for the next step is generated.
Completing Steps in a Multi Step Task
When viewing a case:
- Tasks that are assigned to a specific user appear in the sidebar under My Tasks.
- Tasks that are assigned to a team appear in the section under it: More Tasks.
User Steps are accompanied by a [Complete] button.
Approval Steps are accompanied by buttons to [Approve]] or [Reject].