Version: 8.1

Perform task case element

Level: beginner

Use the Perform task case element to create an activity for the user to complete as part of the case.

Set up the Perform task element

Specify the task parameters in the element setup area (Fig. 1).

Fig. 1 The Perform task element setup area

Most element parameters, such as Task category, Priority, correspond to activity page fields. If you specify a parameter, Creatio will populate the corresponding field on the activity page when creating a case task. If you do not specify a parameter, the corresponding field on the activity page will remain empty. You will be able to fill it out manually.

The element caption is displayed at the top of the setup area. This makes the element easy to find on the case diagram.

Fill out the following fields:

What should be done? – enter the task title. The subject briefly summarizes the task for the user to perform. This is a required field. To display the task title in the assignee's language, make sure the “Create business process tasks in the owner's language” (“UsePerformerCultureInUserTask” code) system setting is enabled and the Translation section includes the translation. Learn more: Localize UI via the Translation section.

note
If the task is assigned to a group whose members use different Creatio languages, the task will use the default culture.
Who performs the task? – select one of the options and fill out the field that opens:
- “User” – specify the user responsible for the task in the Contact field.
- “Employee's manager” – specify the user whose manager is responsible for the task in the Contact field.
- “Role” – specify the role associated with the users who can perform the task in the Role field.
  
  You can specify a dynamic parameter value or select a constant value in the parameter value box.
Show page automatically – select the checkbox to display the page automatically to the current user as soon as the case initiates this task. Creatio does not display the page automatically if the case runs for other users or in the background mode.
Run following elements in the background – select the checkbox to run the subsequent elements in the background.
Hint for user – enter additional information about the task. Click the button on the activity page to view the hint.
Task category – select the task category. For example, “To do” or “Meeting.” This is a required field.
Start in – specify the period after which the activity must start, in minutes, hours, days, weeks, and months. The countdown starts after the case activity is created. Creatio uses this parameter to populate the Start field of the activity page.

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The value of the activity page's Start field is the sum of the current user time and the Start in field value. For example, if you specify “30 minutes” in the Start in field, and the task was created at 12:00 PM, the value of the task's Start field will be “12:30 PM.”
Planned duration – enter the activity duration, in minutes, hours, days, weeks, or months. Creatio uses this parameter to populate the Due field of the activity page.

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The value of the activity page's Due field is the sum of the Start and Planned duration field values.
Remind in – the period that ends before the activity starts. After this period, the notification for the owner or the role will be created automatically.
Show in calendar – select the checkbox to display the task in the Calendar view of the Activities section.
Connected to – connect the task to other Creatio entities and the main record column. For example, an account and the account's primary contact. Creatio will display the task on the Activities detail of the connected record. By default, the element setup area displays connections to the case section record. For example, the task of the Lead section case will be connected to the corresponding lead. Click the button to connect the task to other Creatio entities.
When is the step performed? – indicates whether to activate the element at the start of the stage or after a case step. Select “At the start of the stage” to create activity at the start of the case stage. Select “After the previous step is complete” if the activity must be created after the previous step in the case stage. Specify the step in the Perform after step field.
Step type – specify if the task is required. Select “Required step” if the task must be completed to transition to the next stage. Select “Optional step” if the user can advance to the next case stage without completing this task.

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Users can advance to the final “unsuccessful” stage from any stage without completing the required steps.
Change stage after element is completed – configure stage transitions depending on activity results. Click the button to add fields for configuring the conditions of case transition. Select the completion result of the Perform task element after which the case must be transferred to a different stage in the If result field. Specify the destination stage in the Set stage to field.

Set up the Perform task element​

See also​

Set up the Perform task element

See also