Add a Task to a Business Process
You can add a task to a business process to create the list of things that need to be completed for the process.
You must create a
business process before you can add tasks to
it.
Fastpath: Business Setup > Standards and
Templates > Business Processes
- Confirm that the correct business unit is selected in the Current Business Is field, and that no project is selected in the Current Project Is field.
- Select Business Setup > Standards and Templates > Business Processes.
- In the left pane, right-click the business process to which you want to add a task, and then click Add Task.
-
In the Process Task Description
field in the right pane, enter a description for the process task.
Tip: Start each task with a number to clearly identify the order of the tasks within the process.
- In the Process Task Description - Detailed field, enter a detailed description for the process task.
- In the Task Type field, select the task type.
- In the Business Unit Package field, select the business unit package to which the process task belongs.
-
In the Associated Form Type field,
select the form type to create with the process task, if you want to capture
specific information about the task.
You can't add a form or select a different form once the process is being used. If the form hasn't been created yet, attach a blank form to the task. When revisions to the form are updated on the process. This method allows you to create a form after a process.
- In the Name field, select the name of the form to create with the process task.
- Do not select the Deleted check box.
- Select theForm Required check box to indicate that the form must be completed before process tasks of this type can be closed.
-
Click the Save Changes button
.
Tip: To quickly add another process for the project at the same level, click the Save changes and add another Process Task at the same level buttoninstead.