Task List

The task type 'Task List' is a task that consists of a parent task and multiple sub-tasks. Each sub-task consists of instructions for the task assignee to complete, and can be pre-configured to be assigned to a specific type of role. When a task list is assigned, the parent task is assigned in addition to each of the sub-tasks. It is possible to configure which role each sub-task (and the parent task) should be assigned to. If you do not configure which role to assign the sub-task to, this will be done by the task assigner when the task is assigned.

A 'task list' template has the following options:

• Name. The name of the task list that is visible to users of this task.

• Short description. A short description for the task list that is displayed to help users identify this task list

• Description. Full description of what the purpose of this task list is. This is a rich text editor and you can embed links and images if needed.

• Task Type. Can be:

  • Single Task. A single task with a single set of instructions, assigned to a single role (or list of persons).

  • Task List. A list of tasks, each of which can be assigned to a different role.

• Schedule type. How often this type of task should be performed. If you choose a recurring task, AppControl will schedule the task automatically when you assign it and will create new instances of the task as needed (E.g. For 'Monthly' tasks, AppControl will create a new task every month when it is assigned).

• Created by. Who created this task. (read only)

• Configure assignment type. If selected, you can pre-configure the assignment type of the parent task and each of the sub-tasks. Note: This prevents the task assigner from selecting which role to assign this task list to. This is convenient when you know which roles are responsible for each of the sub-tasks.

• Assignment type. Which role that the parent task of the task list will be assigned to.

When using a task list you must add at least one sub-task. The options for a sub-task are the same as the basic options for the parent task: Name, Short Description, Description. Additionally, if you have selected 'Configure assignment type', you must select the assignment type for each sub-task (= which role the sub-task will be assigned to).