Add Tasks to a Task Group

A task group is essentially a container for the list of tasks that need to be completed in a particular order. Adding tasks to a task group creates the workflow.

PREREQUISITES: The Task Group security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You must have created at least one Task Code. See Task Setup (PLL) for more information. You must have created a Task Group. See Add a Task Group for more information.

1. From the home page, click PLL and click Workflow Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

2. Select the task group you want to add tasks to.

3. Under Assigned Tasks, select the Task.
4. Enter the number of the milestone in which the task becomes available in the Start Point field.
5. Enter the number of the milestone in which the task must be completed in the End Point field.
6. Click Add.

IMPORTANT: Milestones must be set sequentially.

7. Click Edit on the far right of the task.
8. In the Duration Days, Hours, and Minutes set the estimated amount of time the task requires to be completed.
9. Select the Task Result.
10. Click Save.

11. Under Assigned Tasks, select the Add tasks from group option.
12. Select the desired Task Group.
13. Enter the number of the milestone in which the task group becomes available in the Start Point field.

NOTE: Inserted tasks are offset by the start milestone and sequenced after any existing tasks.

14. Click Add.

15. Click the Workflow Chart tab to observe the newly added tasks.
16. Click Actions on the desired task to open a context menu that allows you to Decrease Sequence, Increase Sequence, or Delete for that task.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.