Creating tasks

Create tasks within a task group so that contributors can do work in Management Center under the task. Try to combine the work that is assigned to a contributor into one task where possible.

Before you begin

  • Before you can create a task, you must have a task group created. Tasks are created in task groups.
  • Ensure that you are logged in to the Workspace Management tool as one of the following roles:
    • Workspace manager

Procedure

  1. Open the Workspace Management tool.
  2. HCL Commerce Version 9.1.16.0 or later Open Management Center tools and from the left navigation menu, click Business tools > Workspace > Task List.
  3. In the Explorer filter, select the Current view.
  4. In the Explorer view, click the workspace that contains the task group that you want to create a task for.
    The list of task groups is displayed.
  5. From the list of task groups in the Explorer view, right-click the task group that you want to create a task for, then click New Task.
  6. Enter the task name and description. The task name and description help identify the task among other existing tasks.
  7. In the Due date field, click the calendar button to specify a date that contributors should complete this task. This field is for your information only. HCL Commerce does not perform any actions based on this date.
  8. In the Contributors table, assign users to work on this task. In the box above the table, type the first or last name of the contributor, and then click Find and Add.
  9. Click Save.
    The following fields are added for reference later on:
    Date completed
    When contributors mark this task as complete, this field is updated with the completion date.
    Date approved
    When the task group that contains this task is approved, this field is updated with the date that the task group was approved.
  10. To create more tasks for your task group, repeat these steps.

What to do next

After you create all the tasks for your task group, activate the task group. Contributors cannot work on their assigned tasks until the task group that contains their tasks is activated.