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Program Tasks

A task is an activity that needs to be accomplished within a defined period of time to work towards the program's outcomes.

There are 3 different types of tasks that can be added to a Program:

  1. Customer task
  2. Catalog item task
  3. Assessment or Capability Recommendations task

Add a task to your Program

Custom Task

In the text box, you can create a custom task that will help you accomplish the program's outcomes and select Add Task.

Adding a task from Program

Catalog Item Task

In the text box, as you type, if there is a catalog item matching your text, you will see the dropdown box populated with catalog items. If you select a catalog item, the task will have all the catalog information, datasheets, and the ability to email your CSAM to schedule the service. Once you have selected the catalog item, select Add Task.

The Tasks view, which is showing the user searching for a catalog item in the text box.

Assessment or Capability Recommendations task

Add your recommendations from the selected technology’s assessment by selecting Add recommendations. This will import all the recommendations from your On-Demand Assessment and related Operational Survey and create tasks for each and organize them by focus area.

The Tasks view, which is showing the Add recommendations button and that there are currently no selected tasks.

Note

"Add recommendations" will only be on the Assessment Remediation Program.

How to Edit a task

Task details can be added by selecting the arrow to expand the task and then selecting Edit details.

Custom Task

You can change the title, description, start date, target date, and change the task owner to assign the task to a team member.

Catalog Item Task

You can add an annotation, start date, target date, and change the task owner to assign the task to a team member.

Assessment or Capability Recommendations task

You can add an annotation, start date, target date, and change the task owner to assign the task to a team member.

Task Management

Remove Task

Remove the task from the program by selecting the arrow to expand the task and then select Remove Task.

Completing Task

Complete the task for the program by selecting the arrow to expand the task and then select Complete Task; this will be displayed in the metadata for the task as complete.

Clone Task

Select the arrow to expand the task and then select Clone Task. This will open a dialog to add an owner to the newly created cloned task. Select Clone Task.

See Section 4 – Adding Documents for more information.