Concepts

Tasks

Setting up Task Types and Groups

When creating a request for work, you can add one or more tasks that identify the work steps to be performed. Task type groups provide filters for organizing task types.

This topic explains how:

•	To Create Task Type Groups

•	To Create Task Types

To Create Task Type Groups

1.	From the Site window, select the Work Management view and the Settings tab. Select the Work Management tab and the Interoperability work management settings node in the tree.

Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.

2.	Select the Task Types tab and the Groups tab. For example:

3.	Click New. The Task Type Group Properties dialog appears:

4.	Provide a descriptive name for the group, as well as an abbreviation.

5.	Click OK. The group is added to the Groups tab.

To Create Task Types

1.	From the Site window, select the Work Management view and the Settings tab. Select the Work Management tab and the Interoperability work management settings node in the tree.

Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.

2.	Select the Task Types tab. For example:

3.	Click New to open the Task Type Properties dialog:

4.	Provide a name and abbreviation for the task type.

5.	Select the task type group.

6.	Click OK. The task type is added to the Types tab.