Adding tasks

Add a task to an existing process or sub process to define the work to be performed.

  1. Select Close Setup > Manage Process.
  2. On the Manage Process tab, highlight a process or sub process and choose the Add Task action.
  3. Use the following guidelines to specify field values. The fields in the Ownership, Company And Calendar, and Visibility sections will be filled in based on the parent process but you can still edit the field values.
    Task Name

    Specify a name for the task.

    Instructions

    Specify instructions for the task.

    Team

    Select the team that owns the task.

    Person Responsible

    Select the person from the designated team to own the task.

    Company

    Select the company used for the task.

    Calendar

    Select the calendar for the task.

    Period Group

    Select the period group for the task.

    Schedule Tasks For Work Days Only

    Select this checkbox to allow tasks to be assigned only on work days according to the designated calendar.

    Begin Days From Period End At

    Specify the number of days before or after the period end date that the task should begin on. Select the time of day that the task should begin.

    Note: 

    Specify a negative number for days before the period end date and specify a positive number for days after the period end date. If the number of days is left blank (zero), the task will be scheduled to begin on the period end date.

    Due Days From Period End At

    Specify the number of days before or after the period end date that the task should be completed on. Select the time of day that task should be completed.

    Note: 

    Specify a negative number for days before the period end date and specify a positive number for days after the period end date. If the number of days is left blank (zero), the task will be scheduled to be due on the period end date.

    Estimated Hours To Complete

    Specify the estimated number of hours to complete the task.

    Approval

    Select this checkbox if approval is required upon completion of the task.

    Attach Supporting Documentation

    Select this checkbox if supporting documentation is required from the owner upon completion of the task.

    Priority

    Select the priority for the process: Low, Medium, or High.

    Risk

    Select the risk for the process: Low, Medium, or High.

    Form

    Specify the system form that this task applies to.

    Description

    If you want to attach a process document for resources to reference during the close period, specify a description of the document.

    Title

    Specify a title for the process document.

    File

    Click the Browse button to select the process document file.

    File Type

    This field is automatically populated when you select a process document file to upload.

    URL

    If the process document is online, specify the URL to access the document.

  4. Click OK.