Creating a Task via the Task Folder

Creating a Task via the Task Folder

See Also: Task Module Toolbar

To create a task, follow these steps.

Access your Tasks folder, as described in Accessing the Tasks Folder.
Click the Add button ( ).
The Add Task screen appears.

Enter information for the task using the following table.


Field	Description
Task Title	Enter a title for the task (for example, Update Content). The title appears in the left column of the View Tasks screen.
Assigned To	Your user name appears. If you do not have Redirect permissions, you cannot assign tasks to other users. If you have Redirect permissions, your user name appears followed by Select User or Group. To assign the task to yourself, proceed to the next field. To assign the task to someone else, click Select User or Group and choose a user or group. When you complete the screen, an email is sent to the selected user or user group informing him of the assigned task. Note: email is only sent if email notification is enabled for Ektron CMS400.NET.
Language	Select the language of the user who will perform the task.
Content	If this task involves a piece of content, select it. When you click Select, a new window appears. From this window, you can navigate through folders to find the content. You can only select a piece of content whose language matches the user language selected above. See Also: Selecting Content for the Task
Priority	Select the priority of the task. Your choices are High, Normal and Low. The priority appears on the View Tasks screen. A user can sort tasks on the screen by priority.
Task Category	Select a category for the task. When a Task Category is chosen, the Task Type drop down box is auto filled with task types associated with that category. See Also: Adding a Task Category and Task Type.
Task Type	Select the Task Type for this task. You must specify a Task Category before you assign a task type. See Also: Adding a Task Category and Task Type.
Add	By clicking the Add link, you can add Task Categories and Task Types. See Also: Adding a Task Category and Task Type Note: If you Add a Task Category or Task Type while adding a task, the task information (Task Title, Assigned To, Language, etc.) entered will be lost when the screen refreshes.
Edit	By clicking the Edit link, you can edit the Task Type chosen in the Task Type drop down box. See Also: Editing a Task Type Note: If you edit a Task Type while adding a task, the task information (Task Title, Assigned To, Language, etc.) entered will be lost when the screen refreshes.
State	Choose a status for the task. Your choices are: Not Started In Progress Completed Waiting on Someone else Deferred If the task is not linked to content, you can assign it to any state. However, if you later link the task to content (via the Content link above), the state switches to Not Started. The state appears on the View Tasks screen. A user can sort tasks on the screen by state.
Start Date	Using the calendar button, choose a start date for the task. The start date appears on the View Tasks screen. A user can sort tasks on the screen by start date. Technical note: If you see a mix-up of the month and date of your entry (for example, you select March 2 but see February 3), make sure the date format specified in the Windows Control Panel Regional Settings dialog matches your current language. Also, make sure the settings apply to the default user.
Due Date	Using the calendar button, choose the date by which the task needs to be completed. The due date appears on the View Tasks screen. A user can sort tasks on the screen by due date. Technical note: If you see a mix-up of the month and date of your entry (for example, you select March 2 but see February 3), make sure the date format specified in the Windows Control Panel Regional Settings dialog matches your current language. Also, make sure the settings apply to the default user.
Description	Add additional information to describe the task. The description appears on the View Task screen (circled below).

Click the Save button ( ).
If email notification is enabled, an email is sent to the user/user group to which the task was assigned. See Also: Automatic eMail Notification

Selecting Content for the Task

When you click Select Content from the Add Task screen, the Select Content screen appears. It shows only content in the selected language.

You should only select a content folder for which you have permissions.

To select a piece of content to assign to the task, follow these steps.

Navigate to the content. (Click any folder to open it.)
Click the circle to the left of the content.

Press the Save button ( ).