Use the Task window to create and update a task, or use the Find Tasks window to search for tasks created with or without templates.
Enter search criteria in the Find Tasks window to search for desired tasks. These criteria include basic task elements, information about owner, assignee, customer, and task dates. Additionally, you can also search for open tasks, escalated tasks, or any tasks created from a task template group if appropriate criteria are selected.
For example, if the Show Open Tasks check box is selected, then Task Manager filters out any task status with the status Canceled, Rejected, Closed, or Completed and only shows task with Open task status. If this box is not checked, then all tasks with any statuses will appear in your search results. If the Show Escalated Tasks check box is selected, then Task Manager will search for all escalated tasks of all escalation levels.
Task Manager allows you to use the standalone Forms-based Tasks to update standalone tasks, and contextual tasks created from other source objects, such as service requests. Contextual tasks can only be updated if the From Task check box is selected for the source object in Task Setup: Object Types. Updates made in the standalone Tasks forms may break some of the business rules that are enforced in the source business object. Therefore, you should use the parent business object's specific Task screens, such as service request screen, to update contextual tasks.
When updating customer information for an existing task, it is important to note that any updates to the customer will remove the existing contacts for the task. After an update, the customer name and number are changed, and the contacts and contact points for the former customer are also removed from that task. Therefore, you must select new contacts from the newly added customer for that task.
Additionally, when you manually update or add any owners, assignees or customers with a resource of category party in the Forms-based or HTML Tasks, the associated party references including the party type of relationship, party and organization information will also be created and visible under Task References. However, if it adds any duplicate references in Tasks, then an error message will appear stating that the reference already exists, unless the calling module is set up to ignore the creation of duplicated references.
After clicking the New button in the Find Tasks window, you are directed to the Tasks window to create tasks in the following ways: