Eccentex Task Types configuration refers to the process of setting up and defining different types of tasks that can be assigned to users within the Eccentex platform. This configuration process allows you to create a structured and organized system for managing tasks, ensuring that users are assigned the appropriate tasks based on their skills and permissions.
Steps
On the top right, navigate to → <<your solution>>
On the left, navigate to → Setup
Navigate to Case Setup → Task Types(1), click on the New Task Typebutton (2).
Enter theName for the task. ThePermanent Codefield will be auto-populated using the Name field subtracting dash (-) and any spaces or special characters, it also changes to uppercase.
You can override Code Value (ensuring no spaces or special characters are used). Code Value cannot be changed after saving
Select an Icon as a pictorial representation of the Task Type.
Select or create a new Resolution Codesfor the Task Type. Resolution Codesappear as a list of drop-down values that the caseworker can select when closing a Task to indicate the outcome.
Insert a brief Descriptionof the Task Type. This is particularly useful for Case Workers when several Task Type options are available when first creating a Task, so your description helps explain when to use this type.
Select the task Execution mode: Manual or Automatic.
Leave theCustom Processingsection blank by default.DO NOT change anything here for now unless you know the impact of the changes.
