Adding task actions to steps

Use task entry and exit actions to assign tasks to either the user managing the business process or to a specific user.

A task entry action assigns a task when a business process step begins. A task exit action assigns a task when a business process step is completed.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To add a task entry or exit action to a step:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to add an action.
3. In the Steps subtab, select the step that you want to add an action to.
4. If you want to assign a task as a step entry action, select the Entry Actions tab. If you want to assign a task as a step exit action, select the Exit Actions tab. Then, click the Add button and select Create Task.
   The Add Create Task Action dialog opens.
5. In the Template field, click the Select button to select a task template.
   The Select Act Template dialog opens.
6. Select the desired task template and click OK.
   The Select Act Template dialog closes.

7. In the Description field, enter a description of the action.
   

   If you select a task template, the description field populates with the task template's description.

8. In the Priority field, select a priority for the task.
9. In the Due Date field, select a due date in relation to the date that the task is created. For example, you can select  1 day after Create Date.
10. In the Notes field, enter any additional details about the task.
11. In the Assign Task field, select one of the following:
    • Current User invoking Action
      Assigns the task to the user who is working with the current instance of the business process.
    • Coverage Role
      Assigns the task to the user who fits a specified coverage role. To select a coverage role:
      1. In the first field, select whether you want the role to be Coverage or Opportunity Team type.
      2. In the second field, select the user role you want to assign the task to.
    • Specific User
      Assigns the task to a specific user. To select a user:
      1. In the Specific User field, click the Select  button .
         The Select User dialog opens.
      2. Select the user you want to assign the task to.
      3. Click OK.
         The Select User dialog closes.
    • Work Queue
      Assigns the task to an existing work queue. To select a work queue:
      1. In the Work Queue field, click the Select  button .
         The Select Work Queue dialog opens.
      2. Select the work queue you want to assign the task to.
      3. Click OK.
         The Select Work Queue dialog closes.
12. [Optional] In the For Contact field, select one of the following:
    • Contact from the Target Object
      Associates the task with the contact specified in the business process template.
    • Contact specified in the For Field of the triggering object
    • Select an entity provided by the For field for the business process that you want to associate with the task.
    • Specific Contact
      Defines a specific contact that the task will always be created for. To specify a contact:
      1. In the Specific Contact field, click the Select button .
         The Select Person dialog opens.
      2. Select the contact you want to create the task for.
      3. Click OK.
         The Select Person dialog closes.
    • No Contact
      If you do not specify a contact, then the task will be created for the contact associated with the business process by default.
13. Click OK.
    The Add Create Task Action dialog closes.

The task entry or exit action is added to the step.

Related links

Activating business process templates