Incident Settings – Tasks Settings
This settings page will let you configure incident tasks, which can be attached to an incident category or sub category. Define the task status, task start/end date and time, timeframe, and if the task is mandatory or optional. Tasks are used within the Tasks object (if included in the workflow), and can be used to auto populate a list of tasks for events of a particular category.
Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Tasks will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.
To add a new task:
STEP 1: Click on the New button at the top-right corner of the page.
STEP 2: Enter a task name, select a status for the task, select a start and end date and time, enter a timeframe for the task (in days, hours, minutes, seconds), enter a description and comment for the task, and tick if the task is mandatory (if optional, do not tick this checkbox).
Notes:
Tasks marked as 'mandatory' via the checkbox, may be changed later on to 'optional' by editing and deselecting the checkbox. Similarly, tasks which have not checked the 'mandatory' checkbox to denote the field is optional, may later on change this to 'mandatory' by selecting the checkbox.
This can be performed via the 'Category' settings page too.
STEP 3: Click on the Save button at the top-right corner of the page to save and add the task.
To edit a task:
STEP 1: Click on an already added task.
STEP 2: Update details of task, and select the approval process type, approval authority person.
STEP 3: Click on the Save button at the top-right corner of the page to save and update the task.
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