Task Configuration Page

1

Task Name

User-entered name for the task. The name of the task should be a short description of the action that needs to be taken. Ex.: Complete Inventory Count

2

Task Type Selector

The task’s task type, which determines the requirements for completing the task and where the user will be guided to when using the task’s shortcut button.

Learn more about the different task types.

3

Add Shortcut/Edit Shortcut Button

Opens the Shortcut window where the shortcut associated with the task can be view or edited.

When a shortcut is added, a link to an R365 page or external URL will be included for the user who completes the task.

Record task types have a shortcut automatically included as part of the record requirement setup.

4

Requirement

Indicates if an attachment is required when the task is completed:

• Attachment not required - Attachments are optional and not required to complete the task.

• Require attachment - An attachment of any kind is required to complete the task.

• Require only real-time photo - The user must take a live photo via the mobile app to complete the task.

5

Assignee

The user(s) assigned to the task. The individual(s) listed here are responsible for the task. When the guide is saved, the user(s) added here are notified of the task assignment.

When opened, the Assignee dropdown menu will show ‘Myself’ listed first. ‘Myself’ is the current user.

6

Due

The frequency that the task will appear on the My Tasks page. Click to edit the timeline settings.

7

Availability

When the task is available to be completed on the My Tasks page.

When a task is unavailable, it appears greyed out on the My Tasks page and cannot be opened or accessed in any way. Tasks that are available, but not due on the selected day, will show up in the upcoming section of the My Tasks page.

Click to edit the availability settings.

Availability settings do not apply to users with Task Management admin permissions. Task Management admins can mark a task as complete at any time.

8

Group

The task group that the task will be categorized under on the guide as well as the My Tasks page.

9

Tags

Tags assigned to the task. Tags are used for categorization purposes.

Users can select an existing tag from the dropdown menu or type in a new tag and select + Create new tag for '[tag name].'

From this dropdown menu, users can also open the Task Management Settings sidesheet by clicking Manage Tags.

10

Description

User-entered description of the task, such as instructions for how the task should be completed or what might be expected of employees.

11

Attachments

Attachments uploaded to the task. Click the + box to add a new attachment to the task.

12

Notifications

The number of notification automations set up for the selected task.

Clicking the notification bar will open the the task’s notification settings. From this window, users can create task notification automations by setting a trigger and an action.

When the task meets the requirements of the trigger, a notification will be sent to the selected user(s). Learn about setting up task notifications here.

1

Repeat By

Indicates if the task repeats by days, weeks, months, periods, quarters, or years.

• Days - Task will repeat every x days.

• Weeks - Task will repeat every x weeks.

• Months - Task will repeat every x calendar months.

• Periods - Task will repeat every x operational periods or fiscal periods.

• Quarters - Task will repeat every x operational periods or fiscal quarters.

• Years - Task will repeat every x calendar years, operational years, or fiscal years.

• The fiscal calendar defines the periods, quarters, and years for both the fiscal year and operational year.

2

Calendar Type Selector

Indicates if the fiscal calendar, operational calendar, or calendar months are used for periods, quarters, or years.

This field is only displayed when Periods, Quarters, or Years is selected in the ‘Repeat By’ field (#1).

3

Every

The number of days, weeks, months, periods, quarters, or years between occurrences of the task.

4

On

When the task should repeat within the selected 'Repeat By' timeframe (#1).

• Week - Task will repeat on selected days of the week.

  
  

• Month - Task will repeat on one of the following:

  • Date of the month (1-31)

  • Week of the month (first, second, third, fourth, or last) and the day of the week.
    

    

• Period - Task will repeat on one of the following:

  • First day of the period

  • Last day of the period

  • First weekday of the period

  • Last weekday of the period

  • Custom
    

• Quarters - Task will repeat on one of the following:

  • First day of the quarter

  • Last day of the quarter

  • First weekday of the quarter

  • Last weekday of the quarter

  • Custom
    

• Years - Task will repeat on one of the following:

  • First day of the year

  • Last day of the year

  • First weekday of the year

  • Last weekday of the year

  • Specific date

  • Custom
    

The ‘On’ field is not displayed when the Repeat By timeframe is ‘Days’.

5

Due By

When the task is due; 15 minute increments or ‘End of the day’.

6

Start Date

The date that the task will begin appearing on My Tasks.

7

Frequency Summary

Natural English description of the configured frequency.

8

Action Buttons

Cancel - Exit without applying changes to the task’s frequency.

Apply - Apply changes to the task frequency and close the Timeline window.

1

Number of days or weeks

2

Day of the week, day, weekday, or weekend day

3

Before or After

4

First day of the frequency or Last day of the frequency

1

Unlocked

When the task will unlock so that users can complete it:

• Beginning of day - Task will be unlocked at the first hour of the business day for the day of the task.

• Custom - Task will be unlocked at either a specific time on the due date or a set number of days before the due date.

2

Re-locked

When the task can no longer be completed by users:

• Never - Task will never be locked.

• When Due - Task will be locked when it is due.

• End of Day - Task will be locked at the end of the day that the task is due.

• Custom - Task will be locked at a set time on the due date or set number of days after the due date.
  

3

Roll Over

When Re-locked (#2) is set to ‘Never’, the rollover days setting is displayed. This indicates the number of days that the uncompleted task will be rolled over and remain on the My Tasks page after the due date.


When Re-locked (#2) is set to ‘Custom’, the rollover toggle is displayed. When enabled, the task will roll over to days following the due date.

4

Action Buttons

Cancel - Exit without applying changes to the task’s availability.

Apply - Apply changes to the task’s availability and close the Availability window.

1

Action

Action that will be performed when clicked by the user completing the task:

• Open Page - When the shortcut is clicked, an R365 page will open.

• Open Weblink - When the shortcut is clicked, the configured URL will open.

2

Page / URL

Page or URL that will be opened when the shortcut is clicked.

If the action is Open Page, only R365 pages within Operations or Workforce can be selected.

3

Shortcut description

Natural English description of the shortcut action.

4

Remove Button

Removes the shortcut from the task.

5

Action Buttons

Cancel - Closes the Shortcut Settings window without applying changes.

Done - Applies changes to the task shortcut and closes the Shortcut Settings window.