Dynamics 365 Community Blogs DaxGeek Configure Tasks

Configure Tasks

Hossein.K

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Two types of tasks can be added to a workflow configuration:

• Automated tasks are completed by the system.

• Manual tasks require user intervention to manually complete a task or function before the workflow can proceed.

The following steps are used when configuring a task:

1. Name the task.

2. Enter a subject line and instructions.

3. Assign the task.

4. Specify what should happen when the task is overdue (escalation).

5. Indicate if the system should automatically act on the task.

6. Specify when notifications should be sent.

7. Set a time limit.

8. Specify which actions are available.

9. Indicate if users will be able to act on tasks from the work list in Enterprise Portal.

Regards,
Hossein Karimi