almost 9 years ago
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This blog post gives a brief overview of tasks in PIM. It also illustrates the steps to create, sort and accept tasks.
The tasks that are created manually or by a workflow are represented in a tree structure. These are displayed in the Tasks view. The tree is divided into three main nodes. These are:
There are two ways to create a new task:
The steps to create new empty tasks are as follows:
To assign items to the newly created task use drag & drop.
Steps to create task after assigning items and products are mentioned below:
If an escalation date is less than 24 hours in the future, the task is highlighted in yellow in the view. If the task is not yet completed when the escalation date is reached, it is assigned to the specified deputy. Tasks for which both the escalation date and the deadline have passed are assigned to the person responsible and shown in red in the view.
The new task created is displayed to the assigned user under the "Tasks not accepted" node and to the person responsible under the "Responsibility" node. For a task group, a new task group is created containing the associated task.
The procedure for accepting a task is as follows:
The task can only be executed after it has been accepted.
Steps to change the sequence of tasks:
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