Provisioning Tool Guide

Back Next

Task Configuration Overview

You can configure tasks to meet your business needs. You can define the default task properties, workflow triggers, and task types.

You can configure the following task properties in the Provisioning tool:

Configure the task template: You can configure task templates so that a task is created with specific properties. For example, you can specify that when a trigger launches a workflow, the tasks have a particular title, priority, due date, and task status.
Configure the workflow triggers: You configure workflow triggers so the appropriate ActiveVOS^® workflow is launched after certain events in
Data Director
. You can configure whether users must add comments or attachments when they trigger workflows.
Configure the task types: You can configure task types so that specific user roles can claim or be assigned tasks. You can create task action configurations for each task type. You can configure whether users must add a comment, attach a file, or reassign tasks when they perform task actions.