Define Case Task Template

Explanation

This activity is used to define a case task template. You can use a task template to group a set of activities. The task activities defined in the template are added as case tasks to the case when a particular template is selected. A case task template can be connected to a case category so that when a category is selected for a particular case, the task activities attached to that template are automatically attached to the case. 

Prerequisites

Task activities must have been defined on the Case Task Basic Data/Task Activity tab. 

System Effects

• As a result of this activity, you can connect a task template to a specific case or to a category. 
• The task activities will be added to a specific case or to all the cases belonging to that category. 

Window

Case Task Basic Data 

Related Window Descriptions

Case Task Basic Data
Case Task Basic Data/Case Task Template

Procedure

1. Open the Case Task Basic Data window and click the Case Task Template tab.
2. Create a new record. (F5)
3. Enter a value in the Template Name field.
4. Optionally, enter a value in the Description field.
5. Save the record. (F5)
6. Select a row on the lower table and double-click to enter the activities belonging to the template.
7. Optionally, enter a numerical value in the Task ID field.
8. Select a value for the Activity Name field.
9. Optionally, you can change the values in the Work Days, Work Hours and Date Calculation fields.
10. Save the record. (F12)