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Version: 1.22.3

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

FieldMandatoryDescription
DemandYSpecify the demand that the task is related to.
SubjectYSpecify the task subject.
DescriptionNAdd a task description.
StateYSpecify the demand state. Available options:
  • Registered
  • Pending approval
  • Approved
  • In progress
  • Completed
  • Canceled
PriorityNSpecify a demand priority. Available options:
  • Low
  • Moderate
  • High
  • Critical

By default, the priority value is set to Moderate.
Assignment groupNSpecify the group assigned to process the demand.
Assigned userNSpecify the user assigned to process the demand.
Work notesNSpecify 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:

  1. Navigate to the Demand Tasks (demand_task) table.
  2. Click New.
  3. Fill in all required fields and click Save. The task is saved in the Registered state.
  4. The assigned user must start work on the task, have it approved, and then complete.