=Configuration - Tasks=
We recommend that you create all of your '''workflow tasks ''' before connecting the tasks.
The following steps outline how to set up the tasks:
[[File:Initial Delay task.png|thumb|none|800px|Initial Delay task]]
:
==Task 2: '''6 Week Reminder to Staff'''==
# We have given this a '''Task Name '''6 Week Reminder to Staff
# The '''Task Type''' selected here is an Acknowledgement, which will send a message to the user.
# The''' Description''' is optional, but we suggest adding a brief description of what this task is performing
# The''' Role''' indicates which user should receive this reminder email. In this case, it is the '''Grant Staff''' user that has been assigned to record.
[[File:Message template for tasks.png|thumb|none|800px|Message template for tasks]]
==Task 3: '''4 Week Reminder to Grantee'''==
[[File:4 week reminder to Grantee task.png|thumb|none|800px|4 week reminder to Grantee task]]
: # We have given this a '''Task Name → Name '''4 Week 4 Week Reminderto Grantee : # The '''Task Type''' → selected here is an Acknowledgement, which will send a message to the user.: # The'''Description Description''' → Add is optional, but we suggest adding a brief descriptionof what this task is performing: # The'''Role Role''' → Add the role that indicates which user should receive this reminder email - . In this case, it is the '''Grantee/Owner'''of the record.: # Create the the '''Message template'''.
==Task 4:''' 1 Week Reminder'''==
This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.
[[File:1 week reminder to Grantee task.png|thumb|none|800px|1 week reminder to Grantee task]]
: # We have given this a '''Task Name → Name '''1 Week 1 Week Reminderto Grantee : # The '''Task Type''' → selected here is an Acknowledgement, which will send a message to the user.: # The'''Description Description''' → Add is optional, but we suggest adding a brief descriptionof what this task is performing: # The'''Role Role''' → Add the role that indicates which user should receive this reminder email - Owner. In this case, it is the '''Grantee/Owner '''of the record.: # Create the the '''Message template'''.
==Task 5: '''On Due Date Reminder to Grantee'''==
This next task will be used to send out a third email reminder to the Grantee about the same upcoming report that is to be filled out.
[[File:On due date reminder to Grantee task.png|thumb|none|800px|On due date reminder to Grantee task]]
: # We have given this a '''Task Name → Name '''On Due Date Reminder to Grantee: # The '''Task Type''' → selected here is an Acknowledgement, which will send a message to the user.: # The'''Description Description''' → Add is optional, but we suggest adding a brief descriptionof what this task is performing: # The'''Role Role''' → Add the role that indicates which user should receive this reminder email - Owner. In this case, it is the '''Grantee/Owner '''of the record.: # Create the the '''Message template'''.
==Task 6: '''On Due Date Reminder to Grant Staff'''==
This next task will be used to send out a third email reminder to the Grant Staff about the same upcoming report that is to be filled out.
[[File:On due date reminder to Grant Staff task.png|thumb|none|800px|On due date reminder to Grant Staff task]]
: # We have given this a '''Task Name → Name '''On Due Date Reminder to StaffGrantee: # The '''Task Type''' → selected here is an Acknowledgement, which will send a message to the user.: # The'''Description Description''' → Add is optional, but we suggest adding a brief descriptionof what this task is performing: # The'''Role Role''' → Add the role that indicates which user should receive this reminder email - . In this case, it is the '''Grant StaffStaff '''on the record.: # Create the the '''Message template'''.
==Task 7: '''Status to Overdue'''==
This task is created to change the status of the report to overdue. Note that if additional tasks need to be triggered by the overdue status, an additional workflow will need to be created and triggered.
[[File:Status to Overdue task.png|thumb|none|800px|Status to Overdue task]]
: # We have given this a '''Task Name → Name '''Status to Overdue: # The '''Task Type''' → selected here is an Change Status, which changes the status of the record.: # The'''Target Target ''' → Current Object (in this case would be the current object, which is the report).: # The'''Entity Entity ''' → is Level One: # This task will '''Change Status To→ To '''Application Manager - Overdue
=Configuration - Task Connectors=
==Creating Task Connectors==