Add Tasks to a Business Process Template

You can add a task to a business process to create the list of action items that need to be completed for the process.

You must set up:
  • one or more task types, and
  • one or more business unit packages.
If these actions are needed, take them in Classic web.
Normally, a process consists of more than one task. Place them top to bottom in the tree in a logical, sequential order.
Note: The order you prescribe doesn't constrain field activity to that order.
  1. Confirm you're working in the correct business unit.
  2. Select the menu icon in the upper left corner, then choose Business Setup. Select Business Processes.
  3. The grid is sorted alphabetically by Process Template Name. To sort it differently for this session, select any other column header.
  4. In the Ref column, select the process you want to work with.
    You are directed to the tree view of the business process template.
  5. Select the ellipses located right of the process template name and choose Add Task.
  6. In the Process Task Description field, enter a description for the process task.
    Tip: Consider starting each task description with a number to clearly identify the order the tasks within the process should be completed.
    Note: This field accommodates all special characters, except:
    • dash/hyphen
    • forward slash

      Even if entered, these two aren't retained.

  7. If needed, enter a detailed description for the process task in the Process Task Description - Detailed field.
    Anyone with permission to view the task can view this description.
  8. In the Task Type field, select the task type.
  9. If needed, select the business unit package to which the process task belongs in the Business Unit Package field.
  10. If you want the assigned organisation to capture specific information about the task, assign a form to it.
    1. In the Associated Form Type field, select the form type to be created with the task.
      The Name field appears.
    2. In the Name field, select the name of the form to create with the task.
    3. If completing the form is to be 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 updated version of the template.

  11. Select Save.
The newly added task appears at the bottom of the tree.
Repeat these steps to add more task or change the Task order.
Note: Business-level users must take further action

Project-level permissions don't include the ability to assign a business-level process template to a project. Therefore, project-level users rely on business-level users to assign this Business Process to their Projects.