Tasks

Tasks are the center of the Process Mapping module and are quite easy to setup. This portion of the documentation will take you over "Creating", "Editing", "Moving" and "Duplicating" Tasks. Below is a bit about the visual representations of tasks in the "Task Map".

Task Types

Automated Task
Manual Task
Hybrid Task

Our task system allows you to have 3 different types of tasks, these are "Automated", "Manual" and "Hybrid". When viewing the process map each type of task is denoted with a different Icon as shown above.

Task Dependency

For every task you have the option to add a "Task Dependency" which is basically a way of telling people what task needs to be done before this one can start. Every Dependency also shows with the respective process that it is linked too.

Connected Departments / Systems

When creating tasks you are able to select up to 5 Departments and Systems to be connected to the task. You also have the option to say that those Departments use a specific process to complete the task, in this case "Accounts Payable" and "Logistics" departments use the process "Driver Certification & Licensing" and require the "Oracle" and "SAP" systems to complete this task/process.

Decisions

Decision

Decisions are a task that allows you to choose which task it should logically flow through to depending on a Yes/No decision.

Task Type

* means a required field

  • *Task Name (Text): Can be any text

  • *Task Description (Text): Can be any text

  • *Task Type (Selection): Select between "Automated", "Manual" or "Hybrid"

  • Task Dependency (Task): Search for a valid Tasks within the process map that you are editing

  • Task Order (Number): Number between 1 and the last task in the list

  • Connected Departments (Departments)[5]: Select up to 5 valid departments

  • Connected Systems (Systems)[5]: Select up to 5 valid systems

  • Linked Process (Process): Searches for a valid {Process}

  • Is A Decision (Yes/No): Select if this task is part of a decision

If "Is A Decision" is "No" then this part is irrelevant

  • *Decision Description (Text): Can be any text

  • *Yes Task (Task): Search for a valid Tasks

  • *No Task (Task): Search for a valid Tasks

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