View Task Chain Template

This View Task Chain Template page is accessed when you view the properties of the task chain template by clicking the hyperlink of the task chain template name on the Task Chain Templates page.

Available operations:

• View and update the properties of the task chain template
• View and update the tasks of the task chain template

From the Task Chain Templates page, you can view and update task chain templates.  To view and update:

1. Click the hyperlink of the task chain template Name field
   1. The edit function is only available to users in the Administrator and Regular User security groups
2. On the Template Properties tab, update the properties of the task chain template
   
   1. Name – Name of the task chain template (required)
   2. Description – Description of the task chain template (optional)
   3. Enabled – Whether the task chain template is enabled or disabled (required)
3. On the Template Tasks tab, update the template tasks
   
   1. Update the properties of each task
      1. Primary – Whether the task is the primary task (T-0) (required)
      2. Task Name – Name of the task (required)
         1. Click the Asset Name button to add a variable (%[asset_name]%) in the Task Name field
         2. Manually enter a variable for any field of the linked user asset in the Task Name field
            1. Name – %[name]%
            2. Email – %[email]%
            3. Business Unit – %[lu__business_unit]%
            4. Department – %[lu__department]%
      3. Description – Description of the task (optional)
      4. Days Offset – Select the days the task is offset from the primary task
         1. The drop down is grayed out if primary task is selected
      5. Start Time – Select the start goal of the task (optional)
      6. Duration – Select the duration of the task (optional)
      7. Task Type – Assign a task type to the task (optional)
      8. Task Priority – Assign a priority to the task (optional)
      9. Assigned To – Assign the task to a ReadyWorks user (optional)
      10. Assigned Groups – Assign the task to a ReadyWorks functional group (optional)
      11. Action Templates – Select the action templates to load into the task (optional)
      12. T-Comm Templates – Select the T-Comm templates to link to the task (optional)
   2. Click the Add Task button to add more tasks. Enter the properties of each additional task.
   3. Click the Delete Task button next to each task (row) to delete tasks
      
4. Click the Update button when finished to update the task chain template. Click the Close button to cancel the operation or to be redirected back to the Task Chain Templates page.