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Creating task template details

Modified on Fri, 10 Feb 2023 at 02:30 PM

This article deals with the principles behind creating task templates in Automation manager. 

This article looks at the Details section that make up the first and last sections of the task template, as explained in the previous article.

The Details section: Part 1

The Details section: Part 2

The Details section: Part 1

In Automation Manager, go to:

1. New

2. Task template

You will be presented with a blank task template which should be completed as described below.

1. Give the task a meaningful name and it will appear as the task name in the task itself.

2. The description is often used to give the end user instructions on how to perform the task. 

3. The code is critical in the Automation manager set up. Unlike the name, it has to be unique, as these codes are key to identifying the task and have a significant role in the export/import of task templates. 

You are free to enter your own coding convention. However, if you leave the code empty, Automation manager will take the Process code that you have set on the task and add the next available number in the sequence. 

4. Select the appropriate Task type for the template. For example, Manual Workflow Task, SAP account reconciliation or eBS submit request. This will then change the task parameters that appear, which you can read more about here.

The Details section: Part 2

The second part of the details section is found after the Task parameter sections.

This final part of creating a task template links the template to the correct process, schedule and companies.

To do this, you will need to complete the bottom section of the template as follows: 

1. Start task type - This can be manual or automatic.

Start manually: If you set manually, when the task is generated, you must go into the tasks page for the period and manually start the task. Note that once a task is started manually it will end at the end time. 

Start automatically: Setting a task to start automatically simply means it will start automatically at the start time of its schedule group. 

If the task is generated after the start time of its schedule group has passed, then the task will start immediately. 

If the task is generated after both the start time and the end time of its schedule group has passed then the task will start immediately, run the import actions configured on the Aico document template and then the task will complete.

2. Responsibles - here you set the Automation manager user that should be notified by email if the task goes into error. Note this has nothing to do with preparers or approvers, it is a User set up only in Automation manager.

3. Set the Process that you want to connect to the task template. 

4. Set the Schedule Group that you want to connect to the task template

5. Set any Tags that you want to connect to the task template.
6. Connect the Companies for which you want to generate this task.

7. Set any Predecessors or Successors that you require. 

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