0
4.0.0
Australia, Zurich, Yokohama
Standalone Application
A task plan template enables business users to define repeatable tasks and other items required to complete a business process. A task plan template consists of template items that define tasks, including any child tasks or related items that are created when the template is applied.
Task Dependencies
- The Template Dependencies tab on a task plan template record displays a node map of dependencies between template items. Users can create a dependency, and view them.
- The following dependency types are supported:
- Finish to start: the successor task starts when the predecessor task is completed.
- Start after start: the successor task starts when the predecessor task is started.
- Start together: both tasks start at the same time.
Sharing and Access control of task plan templates
The Share plan modal in the task plan template workspace provides three views: Share plan, Success, and Manage access for configuring, confirming, and managing access to a task plan template.
Apply template as an action in Task plan templates
An action of apply template has been added in flow designer. Users can leverage this action to automatically create tasks from task plan template using flow designer.
Task Dependencies
The Template Dependencies tab on a task plan template record displays a node-map of dependencies between template items. Select New Dependency to create a dependency, and select an edge to edit or delete it.
Each edge is labelled with one of the following dependency types:
- Finish to start
- Start after start
- Start together
Sharing and Access Control of task plan templates
The Share plan modal in the task plan template workspace provides three views: Share plan, Success, and Manage access. These views enable you to configure, confirm, and manage access to a task plan template.
Apply template as an action in Task plan templates
Apply Template action is available in Flow Designer. Use this action to automatically create tasks from a task plan template.
This store app does not have any dependencies.