Configure Task Flow in the Back-Office

Overview

The Task Flow workflow helps you proceed through phases of work on the task.

Available options depend on the current status of the task. The following table describes which options are available for each of the statuses and how the corresponding transitions change the task status.

Current Status	Available Options	New Status
Open	Click Start Progress to start working on this task.	In Progress
	Click Close to close the task.	Closed
In Progress	Click Stop Progress to denote that you have stopped working on this task, but the task is not yet completed. (E.g., the description of what neds to be done for this task is to be readjusted.)	Open
	Click Close to close the task.	Closed
Closed	Click Reopen to actualize the task again.	Open

For information on workflows, see the Workflow Management guide.

Follow the Workflow

From the Task View Page

The corresponding section on the task view pages contains the transition buttons.

From the Related Entity View Page

By adding a record as a context to a task, you specify that this record is somehow related to the task. Entity records that are specified in a task context have the task displayed in the Activity sections on their view pages.

For a task activity on the related entity view page, you can use the transition icons to progress through the Task Flow workflow.