Basic Settings for Building Task Steps

The Task Editor is a starting point for building tasks that will be used in running workflows. Using this editor, you create and manage the configuration data in the task you are building.

Details Tab - General Information

To add data to a task step, you select a specific task that has already been entered into the system. To view task information in a table, click the Tasks button.

AttributesValueDescription
NameUser-definedSpecifies a unique name assigned to a task.
Display NameUser-defined Workflow levelSpecifies a name given to a workflow task for the user to see during run time.
ExpirationUser-definedUse the up and down arrows to enter an expiration day or time (hours, minutes, seconds).

Categories

You can filter the Task List by preconfigured categories. These categories organize concepts or features into groups. When you apply category filters, you focus information within your Task List.

AttributesValueDescription
Set CategoriesN/AFilter tasks or task steps by a predefined grouping.

Assignments

By default, subprocess assignments are configured at the workflow level, where you can bind personnel and location properties, as well as write to the assignments from anywhere in the workflow. However, you can override these assignments for a specific subprocess and reassign the tasks to other personnel or locations.

AttributesValueDescription
Override AssignmentsUser-definedSelect this check box to allow an operator to override the equipment and/or personnel resources assigned to the task step.
PersonnelUser-definedClick the ellipsis button to select the default person that tasks are routed to. To remove the selection, click the Clear button.
LocationUser-definedClick the ellipsis button to select the default location that tasks are routed to. To remove the selection, click the Clear button.

Status

You can choose whether or not a task step executes as part of the task at run time.

AttributesValueDescription
EnableUser-definedClick to enable the task step so that it executes as part of the task at run time.
DisableUser-defined Click to disable the task step so that it does not execute as part of the task at run time.