Add tasks to an already-deployed project process to augment the list of action items that need to be completed.
If you haven't set up the process yet, first
create a Business Process template and
assign it to a Project.
Note: Adding a task to a project process is typically needed only when a project process is already deployed when the need for additional action items becomes apparent.
In the event you find yourself adding tasks to a project process that has not yet been deployed, consider these points:
- A project process is most commonly the product of assigning a Business Process template to a Project.
- Business Process templates normally already consist of the needed tasks for a Project.
- You should consider whether the Business Process template itself also needs the tasks added to it as well.
Task Types and Packages must already be set up. If you need to set them up, do so in Classic web.
Note: The order you prescribe doesn't constrain field activity to that order.
- Confirm you're working in the correct project.
- Select the menu
icon in the upper left corner, then choose Project Setup. Select Project Processes. - The grid's default sort order is the Process Name column. Select any other column header to sort by it instead.
- In the Ref column, select the process you want to work with.
You are directed to the Tree view of the project process.
- Select the ellipses located right of the process name and choose Add Task.
- In the Process Task Description field, enter a description for the process task.
Tip: Consider starting each task description with a number to clearly indicate to the desired order the tasks within the process should be completed, keeping in mind that if you later add a step, this naming convention may require updating the description.
Note: This field accommodates all special characters, except:
- In the Process Task Description - Detailed field, enter a detailed description for the process task.
Anyone with permission to view the task can view this description.
- In the Task Type field, select the task type.
- In the Package field, select the package the task belongs to.
The Issued to Organisation field updates automatically with the organisation associated with the package for this project.
- If more than one organisation is associated with the package, you can opt to change the entry in the Issued to Organisation field by first selecting the drop-down arrow.
- If you want the assigned organisation to capture specific information about the task, assign a form to it.
- In the Associated Form Type field, select the form type to be created with the task.
The Name field appears.
- In the Name field, select the name of the form to create with the task.
- If completing the form is required, select the Form Required checkbox. The form will have to be completed before the task can be closed.
Note: You can assign a blank form template to the task and update it later, as long as you assign it before the process is deployed.
Once a process is being used on a project location, you can no longer update any of the process task attributes other than the description fields. This means if a form is needed on the task, you must add a form template before the process is deployed, even if the form template hasn't been set up yet. Thereafter, when the form is raised for the task, it will use the then-current, updated version of the template.
- Select Save.
The newly added task appears at the bottom of the list of tasks in the tree.