TASK LIBRARY

Introduction To Task Library

• Select Process Manager | Task Library from the menu to open the Task Library blade.
• The Task Library allows for regularly used Tasks to be created, saved and implemented into future Jobs.
• By creating a Task Library, Users can save time when creating Jobs, as well as benefitting from the uniformity of tasks throughout numerous processes.

Viewing A Saved Task

1. In the Task Library blade, select a task type from the drop-list to view all tasks of the selected type.
2. Selecting a Task from the list will open a new blade where the Task properties are displayed. These Task properties can be edited and/or deleted.
3. To edit a Task, double-click the Task in the Task Library to open the Task blade.
4. Edit the Task as per your requirements, then click the Save icon .
5. To delete the Task, click the Delete icon .

Adding a Task To The Task Library

There are two methods for adding tasks to the task library:

• Creating new tasks
• Save to Library (Ad Hoc)

Method 1 – Creating new tasks

1. Select Process Manager | Task Library from the menu to open the Task Library blade.
2. From the drop-down list, select the Task type that you would like to create.
3. Click the Create New Task icon .
4. In the newly opened Task blade, complete the fields as necessary, including:
   • Task Name
   • Task Description
   • User Group
   • Estimates (if required)
   • Entry Notification (if required)
   • Exit Notification (if required)
5. When all necessary fields have been completed, click the Save icon .

Method 2 – Save to Library (Ad Hoc)

1.  Navigate to Process Manager | Job Templates Folders and either load an existing template or create a new template.
2. In the Job Template blade, click Flowchart.
3. Select the Task that you wish to save to your Task Library then click the Save to Library (ad Hoc) .
4. A Task blade will open, allowing for any additional edits to be made before adding the task to your Task Library.
5. When you are happy with the Task’s settings, click the Save icon to add the Task to your Task Library.

Applying A Saved Task To A Job Template

This function works by applying the settings of a Task that has been saved in your Task Library to a Task of the same type in your Flowchart.

By using this method, you can save time by applying pre-set settings to a particular Task, removing the need to manually format each Task individually.

1. Navigate to Process Manager | Job Templates Folders and either load an existing Template or create a new Template.
2. In the Job Template blade, click Flowchart.
3. Add a task to the Flowchart by dragging and dropping from the left-hand menu.
4. Select the Task and then click the Download From Task Library icon .
5. The Task Library blade will open, with a list of the available Saved Tasks for that specific type.
6. Select the Saved Task from the Task Library blade, then click the Apply This Library Item .