A task can be generated in following ways:
- Can be assigned from workflow.
- User can define a task for himself / herself.
- Another user can assign a task to user.
...
Actual End Time: The completion time of the task.
Status: The status of the task. The field contains the following options:
- Undelivered
- Continuing
- Completed
Transaction Type: It differs according to task type selection. When task type is Other, selection made from F9 menu of related record. If task type is Approval or OTP Approval (In case of using Turkcell Services), the transaction type is approving for relevant record. If more than one work location is selected, transaction type is not selected.
If OTP Approval is selected, when "Actualize Task" button is clicked in task window, the task's approval code is sent to user's mobile phone.
The approval code in received message is entered within specified time, "OK" button is clicked and the task is actualized.
Charged: When a task is added manually, the name of the person who added the task is written to this field.
Role Definition / Responsible: For the tasks come from workflow, the field is used to define the role and the responsible person of the workflow card line.
Task Type: The type which has been specified at workflow card for the tasks come from workflow. Approval, OTP Approval (In case of using Turkcell Services) and Other options can be selected in tasks which added manually.
Completion %: Used to enter task completion rate.
| Info |
|---|
| When assigning a task to a user, besides the defined task, the generated shortcut for related record can also be sent to user via e-mail. |
Reminder Info
Reminder: Provides to remind users of the tasks that have been assigned at a specific time slice and at regular intervals.
The task's reminding time info is recorded by the following fields:
- Reminding Day
- Reminding hour
- Days Before
- Minutes Before
Related Record Type / No: Used to specify the record that the task is related to. The record types are listed and appropriate one is selected.
Realize The Task: Used to realize the task.
Note: When assigning a task to a user, besides the defined task, the generated shortcut for related record can also be sent to user via e-mail.