Defining a task

  1. Select Work Management > Setup > Activity Workflow.
  2. In the Activities tree, click the Activity Tasks node under the selected activity.
  3. Click Add above the Tasks grid.
  4. Specify this information:
    Task
    Specify the name of the task.
    Note: You can use the popup button for the Task field to copy an existing task from a different activity.
    Probability
    Specify the estimated probability that the task will be required to complete a work order.

    If an activity includes optional tasks, a list of available tasks is shown when a user creates a work order. The user can select a check box for each task that they want to include.

    Fixed Cost
    Select this check box if the task will have the same cost regardless of the quantity of work.
    Due Within
    Specify the number of days, hours, and minutes allowed before the task must be completed.
  5. Click Save.