Task

The Task object represents a unit of work a person must do, e.g. to complete a Strategic initiative. A task has a Start date and an End date that can be set on the web.

Tasks are added to a Task lists to create an overview of all the tasks to be performed.

You can create a hierarchy of Tasks by adding a Task as a sub-task to a Task. You can also add other objects to Tasks, with one exception: Task lists may not be added to Tasks and Milestones.

How to create a Task in Configuration Studio

To add a Task right click the Task list to which it belongs and choose Add -> Task.

Properties

General

Name - the name "Task" is generated automatically but it may be changed
Description - an optional text describing the Task, displayed when you click Description in the drop-down for the Task on the web
Responsible - the person who is responsible for the Task. Click the icon to the right of the field and choose from the list. More than one person can be set as responsible. Tasks that a person is responsible for will be listed under My Tasks in that person's My Responsibilities.
Start date - the date the Task begins
End date - the date the Task ends

Some properties, such as Start date and End date, are historical properties. That means they will only be displayed in the period in which they were entered and later periods until new values are entered for Start and End date.

Status & Progress

Manual progress - the progress of the Task in percent, if "Manual progress" is selected in Progress algorithm; can be set here or on the web
Status algorithm - the algorithm type used to calculate the status; see Algorithm and Progress types for more information. If "Weighted status" is selected, the weight factor below is used; if "Manual status" is selected the status color may be chosen here or on the web
Status type - click the icon to the right to choose the status configuration to use; new Status types can also be configured here; see Status types for more information

Inherit status - applies only if you select 'Manual status' for Status algorithm.

If no status value exists for the period, Corporater BMP uses the status value for the previous period.

For Corporater BMP to clear the status value for each period so that users can manually register the status for these periods, deselect the option.

Manual status - if you selected "Manual status" in Status algorithm , select the status color to show on the web: "Red", "Yellow", "Green", or "None"; Manual status may also be set on the web
Progress algorithm - the algorithm used to calculate progress. If "Weighted progress" is selected, the Weight factor above will be used. Start and End dates, Progress, and Status for a Task may also be set manually on the web.
Weight - the weight factor of this object. Indicates the importance an object has in relation to other objects at the same level.

It is not possible to edit Historical properties such as Start date and End date, Manual progress, and Manual status in the Template model. Historical properties are not available in that model.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Features

Allow adding sub-pages - select for Web users to be able to add objects that display as sub-pages to the task on Web.
Addable items - select which object categories and object types can be added to the task on Web from the list of existing default and custom object types.

If the individual objects or the objects in the specified category are template model objects, when a user adds them to the task on Web, Corporater BMP creates corresponding new objects in the business model as objects that are linked to those template model objects.

Show Top Bar - displays the top bar on the object's page on Web.

Show Menu Bar - displays the menu bar on the object's page on Web.

The menu bar includes the page name, status gauge and trend arrow where applicable, as well as the logo for the current organization.

Show tools - displays the Function menu next to the name of the page that contains the task on Web.

Show Tabs - displays the tab bar on the object's page on Web.

Visible - select how the task displays on Web on a page and in any other page element that includes it, such as the breadcrumb, the organization tree, search results, filtered lists, maps, reports, and workflow items.
- Visible
- Not visible
- Only visible for Admin - displays the task on Web only for users with Administrator rights.

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.