Task templates define the various tasks that must be completed for a change order. You can create task templates only for categories whose base change category is Change Order. After creating task templates, you can use them to define the organization policies for change order header types.

Create task templates for specific organizations. This enables you to associate multiple task templates with a change order type. The organization in which you create the change order determines the task template used. Specifying a task as Mandatory ensures that the task must be completed before the change order can proceed to the next status.

After creating task templates, you can use them to define the organization policies for change order header types. Refer to the topic Defining Header Types for more information about this.

   To create a task template:

1. On the Categories page in the Setup Workbench, click the Task Templates tab.

2. On the Task Templates page, click Create.

3. On the Create Task Template page, provide data in the required fields and click Add Another Row in the Change Tasks table to specify the tasks associated with the change order header type. Note the following fields:

   • Sequence

     Determines the order in which the tasks appear on the page.

   • Task

     The name of the task.

   • Assignee Type

     Specify whether you wish to assign the task to a person or group.

   • Assignee

     The person (or group) to whom the task is assigned.

   • Mandatory

     Specifies that the task must be completed before the change order can proceed to the next status.