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Task Management

Like Approvals, the Tasks table is a global table that holds records that can be linked to and appear within the records in other tables. The Tasks table holds individual tasks. While it may be used for tasks of many different kinds, the system is currently set up to link tasks to Service Requests, Change Requests, and Projects, as well as to Assets, or to be completely independent of other tables. It is possible to modify the setup to relate tasks to records in any table and to show embedded tasks in any other table.

Fields related to task generation and an embedded Tasks table, labeled Tasks, are shown in service requests and change requests for services that include tasks. Tasks and the fields for generating them are also shown within Projects and Assets. Projects allow the same methods of task generation as service requests. Assets allow single tasks to be created and linked to the asset, and show all tasks that have been created from other records, such as change requests or service requests, that relate to that asset.

Linking Tasks to Other Tables

Within the Tasks table, the field Related to indicates what type of record the task is associated with. If you need to use tasks within any additional tables, you can modify this field and add that table to the choice list. Then create a linked set of fields from that other table, and make these fields visibility dependent on the value in the Related to field just as we have done for the linked Service Request and Change Request fields. Then create a related table in the other table pointing to the Tasks table, and you will be able to generate tasks from there. This advanced functionality is best done after attending a training class or with our professional consulting team's assistance.


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