Creating transition task groups

Create transition task groups and assign resources to them before you define transition tasks.

  1. Select Administrator > Transition Management > Setup > Task Groups.
  2. In the Task Groups region, click Create.
  3. Specify this information:
    Task Group
    Specify the transition task group name.
    Description
    Provide a description of the transition task group. If this field is blank, then the default is the task group name.
    Active
    The transition group is active by default. To deactivate the transition group, clear the check box. Inactive task groups are not displayed in lists.
  4. Click Save.
  5. Select the Task Group Assignment to add a new resource.
  6. In the Task Group Assignment panel, click Create.
  7. Select the operator. For example, EqualsStr, GreaterThan.
  8. Specify a resource ID number.

    You can use the search fields to locate the resource.

  9. Click Save.
  10. To create additional groups, click the + button and repeat the process.