Pre-define and configure task templates

What is it? 

To ensure standardized quality within the different workflow steps you have defined for your portfolio (e.g., project, technology, product), you can pre-define certain tasks required (or optional) for the different steps.

The tasks can thus be attached to other entities, such as a project entity

task_management.png

Learn more about:

Note: Please note that the availability of a module depends on your license. Please talk to your account manager to clarify any questions.

How does it work? 

Activating the task configuration

If activated by your Customer Innovation Manager, you will be able to activate the 'Task Configuration' tile on the entity configuration page of a specific entity. You can find this page via the Settings Wheel > Entity Configuration > Entity Configuration. Click on the pen icon of the respective entity in the list.

On the following page, you can activate the task configuration.

After the activation of the module, a new tab will appear in the entity configuration menu, called task configuration. Under the task configuration page, you will find the following sub-tabs:

  • Field configuration (to add or edit any attribute)
  • View configuration (to place attributes at the right positions in the task view form)
  • Form configuration (to place attributes at the right positions in the task create/edit form)
  • General configuration

task config.png

Every task object comes with pre-configured basic attributes, i.e., title, description, status, priority, due date, assignee, and a workflow field. The 'title, status, and project phase' cannot be disabled or deleted.

Similar to the view configuration of entity types, you can adjust the position and order of the configured fields. The task objects do not have a dedicated profile page the way elements do but are displayed in the task preview.

Task preview.png

Similar to the create/edit form configuration of entity types, you can adjust the position and order of the configured fields on the create and edit form of your tasks. You can use drag and drop to place the attributes at the right position in the task form configuration.

task form config.png

Within the general configuration, you can define the default columns of the task board as well as rename the word task.

task general info.png

Using the task backlog

The task backlog allows you to standardize the tasks each idea or project has to deliver for different workflow steps. You can manage your task backlog via the Settings Wheel > Task backlog > select respective entity type. You can define different task templates for each entity type that you have enabled the task management for. Each task template consists of the following attributes, but it can be extended via the field configuration for the task object for every entity type:

  • Title
  • Description
  • Status
  • Priority
  • Due date
  • Assignee
  • Workflow step

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Whenever an idea or project (or anything else) enters a given workflow step, the system checks for existing task templates that are relevant to the entered step. If there are relevant task templates found, the tasks will be created automatically for this idea or project. Those created tasks can then also serve for controlling the workflow by defining certain workflow dependencies.

task_backlog.png

You can also enter a standalone task per project via the Tasks tab (1) on the detail page. You will find the task template that you have created and which you need to fill out.

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