Demand tasks
In order to organize smooth and transparent workflow with demands, you can create related Demand tasks (demand_task) and assign them to a member of the assigned group.
warning
The table requires logic adjustments in accordance with your company workflow.
Demand task form fields
Field | Mandatory | Description |
---|---|---|
Demand | Y | Specify the demand that the task is related to. |
Subject | Y | Specify the task subject. |
Description | N | Add a task description. |
State | Y | Specify the demand state. Available options:
|
Priority | N | Specify a demand priority. Available options:
By default, the priority value is set to Moderate. |
Assignment group | N | Specify the group assigned to process the demand. |
Assigned user | N | Specify the user assigned to process the demand. |
Work notes | N | Specify additional information in this field. |
Related lists
Approvals is a list of approval requests that also shows the state of requests and the names of approvers.
Create a demand task
To create a demand task, complete the following steps:
- Navigate to the Demand Tasks (demand_task) table.
- Click New.
- Fill in all required fields and click Save. The task is saved in the Registered state.
- The assigned user must start work on the task, have it approved, and then complete.