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Adding or Editing Workflow Task Types

The Workflow - Task Types feature allows you to add or edit task types used in workflow.

To edit workflow tasks

Select Configure > Profiles from the menu bar.
Select your repair facility profile, and then select Edit from the mini-toolbar.
Click on the Workflow - Task Types link under Repair Management.
Select a task type, and then select Edit from the toolbar. The Task Type screen opens.
Click Add from the toolbar.
Enter your task information.

To change the tasks display order

While in the Task Types screen, click on the entry that you want to move, and then select the up or down arrows to the right.
Click OK.
Select Save or Save and Close to save your profile changes.

Note: Select the Display on Calendar Dashboard option to view the task in the Calendar Dashboard.

Overview

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