The Add task module within the Make platform is designed to automate the creation of tasks. It enables you to quickly and efficiently create tasks within your projects or teams. After selecting the Connection (the "Connection" field) and setting the user (the "Email" field), the following configuration options, which are key to correctly creating the task, will become available to you. The procedure for creating a connection can be found here.
Location Settings
This section defines where the new task will be placed within your ALITEO company structure.
- Task destination: Defines the primary destination of the task (Project/Team).
- Workspace: Specifies the workspace where the project is located.
- Project: The choice of the specific project where the task should be assigned.
- Section: A specific section within the project where the task should be placed.
Task Properties
Here you define the basic characteristics of the task.
- Name: A mandatory field used to name the task.
- Priority: Defines the urgency of the task, which is key for proper planning.
- Internal Type: Determines the type or visibility of the task within the system.
- Description: A detailed description of the task and its objectives.
- Enter attributes: Allows you to select how you will input the attributes for project/team tasks.
- Attributes: Select specific attributes from a list, or enter the identifier of a project/team task attribute and set its value.
Advanced Options
Selecting the Advanced options in the lower-left corner of the module's settings dialog will display the advanced options for setting task properties.
- Email Owner: The task owner's email address. It can be used to simulate a task submission by an anonymous user via email.
- Solvers: Allows you to add a list of solvers responsible for completing the task. Use “Add item” to add individual people.
- Start Date: The date when the task is planned to start.
- Due Date: The deadline for completing the task.
- Created Date: The date and time when the task was originally created (e.g., during data migration).
- Note: The time zone Europe/Prague applies to dates and times. Supported formats can be found in the online help.
- Done: Determines the solution stage the task should be in. It is selected from predefined options (e.g., OwnerReaction).
- Master: If provided, the new task will be created as a subtask of the specified master/parent task.
- Phase: The unique ID of the task status. Task statuses can be defined in the workspace settings.
- Comments: Allows you to add a list of comments to the task. Use “Add item” to add individual comments.
- Archived: A toggle switch that indicates whether the task should be archived after creation (options Yes/No).
