Task Template Maintenance
Data Source: TACFG, CSS, TAHDR
To open the Task Template Maintenance tab, click on Task Template or the Need to add a task Template? Click here to add link on the Task Template screen.
The Task Template Maintenance tab allows you to add a task Template and edit an existing task Template for use when building a task with the task tracker application.
The following fields appear on the Task Template Maintenance tab:
| Field | Description |
|---|---|
| Task Template | The name or description of the task template that will be completed. |
| Default Priority | The task template priority (e.g. low, medium or high). |
| Customized Screen 1, 2, 3, 4, 5 | Allows you to attach up to 5 customized screen to the task template. |
| Active for Task Tracker |
Whether or not the task template is active for use within the task tracker system. Note: If you deselect the Action for Task Tracker checkbox it will deactivate the task template from the task template screen. |
| Work Flow |
When marked as a Work Flow, the task is forwarded from one user to the next in the order in which the participants are defined and can only be modified by the participant who currently “has” it. When it is not marked as a Work Flow, all participants can access the task without it having to be forwarded to them. |
| Modify Participants | Indicates whether or not the participant list can be modified by the user when this task template is used. |
The following fields appear on the Task Template Maintenance tab:
| Mandatory Fields for Task | |
|---|---|
| Field | Description |
| Due Date | If selected, the due date field will be mandatory when using this task template. |
| Start Date | If selected, the start date field will be mandatory when using this task template. |
| Customer | If selected, the customer field will be mandatory when using this task template. |
| Location | If selected, the location field will be mandatory when using this task template. |
| Stock Number | If selected, the stock number field will be mandatory when using this task template. |
| Department | If selected, the department field will be mandatory when using this task template. |
| Vendor | If selected, the vendor field will be mandatory when using this task template. |
The following buttons allow you to complete your work on the Task Template Maintenance tab:
| Button | Function |
|---|---|
| Save | Saves changes made on the Task Template Maintenance tab. |
| Close | Closes the Task Template Maintenance tab without saving and returns to the Task Template screen. |