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Creating TasksLocate this document in the navigation structure

Use

You create tasks so that you can assign them to other organizational objects.

Prerequisites

  • Check whether a suitable task exists already, so that you can avoid creating a new task: Select one or more of the existing tasks from using the search area. For more information, see Finding Objects and Displaying Objects.

    You can display data on the task you have selected in the detail area.

  • You are familiar with Validity.

  • Before you create a new task, you must have specified which organizational object you want to assign the new task to.

Procedure

The procedure for creating a task varies according to the organizational object you want to assign the task to.

Creating Tasks (Job/Position)

  1. In the selection area, double-click on the job/position that you want to assign the new task to.

    The job/position is displayed in the overview area and the characteristics of the job/position are displayed in the detail area.

  2. Select a job/position from the overview area.

  3. Choose .

    The Choose Relationship dialog box appears.

  4. Select the object type Task and confirm your entry by choosing .

  5. In the dialog box which appears, enter the period for which the task is to be valid in the Valid from field.

  6. To confirm your entries, choose .

    The task is created and assigned to the relevant job/position.

  7. In the detail area, you can enter a short name for the task in the Object abbreviation field. You can enter a long name in the Name field.

  8. Save your entries by choosing .

Creating Tasks (Organizational Unit)

  1. In the selection area, double-click on the organizational unit that you want to assign the new task to.

    The organizational structure for the organizational unit concerned appears.

  2. In the overview area, select the organizational unit to which you want to assign the new task.

  3. Choose and then Task Assignment.

    The tasks assigned to the organizational unit are displayed.

  4. Choose .

    The Choose Relationship dialog box appears.

  5. Select the object type Task and confirm your entry by choosing .

  6. In the dialog box which appears, enter the period for which the task is to be valid in the Valid from field.

  7. To confirm your entries, choose .

    The task is created and assigned to the relevant position.

  8. In the detail area, you can enter a short name for the task in the Object abbreviation field. You can enter a long name in the Name field.

  9. Save your entries by choosing .

Creating Tasks (Person/User)

  1. In the selection area, double-click on the person (employee) or user to which you want to assign the new task.

    The Organizational Assignment appears in the overview area.

  2. Select the a person (employee) or user from the overview area.

  3. Choose and then Task Assignment.

    Choose and then Task Assignment.

  4. Select the a person (employee) or user and choose .

    The Choose Relationship dialog box appears.

  5. Select the object type Task and confirm your entry by choosing .

  6. In the dialog box which appears, enter the period for which the task is to be valid in the Valid from field.

  7. To confirm your entries, choose .

    The task is created and assigned to the relevant person (employee) or user.

  8. In the detail area, you can enter a short name for the task in the Object abbreviation field. You can enter a long name in the Name field.

  9. Save your entries by choosing .

    Note

    For information on how to terminate or delete task assignments, see Terminating/Deleting Task Assignments.

Result

You have created one or more tasks.