Working with Tasks
To run or execute a task, right-click on the task name and select Execute or Execute in background. Execute displays a pop-up progress window and opens the Task Result page when it is complete. Execute in background launches the task in the background and you must go to the Tasks Results page to track progress or view the finished task. See Task Results Page.
Tasks that require sign off generate work items and email notifications that are assigned to the designated signers. Sign off decisions are retained with the task results for tracking purposes. See How to Complete Task Work Items.
To create a new task, use the Create new task dropdown list to select a task type and display the New Task page.
Note: The predefined tasks are not templates that can be used to create new tasks. Changes made to these tasks overwrite existing information. To create new task you must use the Create New Task dropdown menu at the bottom of the page.
To edit an existing task, click a task or right-click and select Edit to display the Edit Task page. See How to Edit a Task.
To schedule a task, right-click and select Schedule from the dropdown list to display the New Schedule dialog. You can schedule task to run once, hourly, daily, weekly, monthly, quarterly or annually to meet the requirements of your enterprise and auditors. Go to the Scheduled Tasks tab to view or edit existing schedules. See How to Schedule a Task and Scheduled Tasks Page.
To terminate a currently running task, access the Task Results page, right-click on the task to terminate and select Terminate from the dropdown menu. You are asked to confirm the termination request. Task that are currently running are flagged as pending in the Date Complete column of the Task Results table.
To delete a task, right-click the task and select Delete from the dropdown menu. Click Yes on the confirmation pop-up to delete the task. When you delete a task from the Tasks table, all associated task results are deleted as well.