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TeamSmart Quick Tour
Tasks and Workflows
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Tasks are the fundamental unit of work in the TeamSmart system. Task represent anything that needs to be done in an organization - be it research, proposals, performance reviews - anything at all. Tasks can be assigned to multiple people over time, and tasks always follow the steps laid out for them by their workflow. |
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This page shows the important pieces of information related to a task. The layout of this page can be configured separately for each workflow. |
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This page shows important information about the lifecycle of a task from the time it is created to the time it is closed. |
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Any uploaded files associated with a task are shown here. |
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Links to other tasks and discussions are listed on this page. |
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This page is used to assign tasks to users. The workflow definition controls what users are available for assignment. |
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Lists of tasks are displayed in a grid. Task grids can be accessed from browse, search and view pages. |
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Users can search for tasks using a flexible search interface. |
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Common searches can be saved as views and accessed from the main menu. |
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Workflows are defined in the Administration client to establish how tasks are routed during their lifecycle. Workflows determine who can work on a task at any given time and are highly customizable. |
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This tab is used define task routing. |
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This tab is used control page layout and field-level security. |
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Task Details Tab
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 TeamSmart :: Product :: TeamSmart Quick Tour :: Tasks and Workflows |
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