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Task

Javapackage: com.etendoerp.task

Overview

The Task infrastructure in Etendo enables the automatic creation, assignment, and management of tasks based on database events, such as inserting or updating records. It is designed to help organizations automate business processes by defining task types, assignment algorithms, and automated actions that are triggered when specific events occur. This functionality is useful for cases where consistent follow-up, validation, or user actions are required, such as order management, incident tracking, or customer status updates.

Warning

In order to make use of this task infrastructure it is necessary to define task types, assignment algorithms and automations. As well as the initial configuration of the infrastructure. More information can be found in Developer's Guide - Task

Task Window

Application > General Setup > Task Management > Task

This window shows all tasks created by triggers defined in the Task Type definition and allows creating or managing tasks manually. In this window you can manage tasks. These tasks are generic and therefore represent a concept that any entity can refer to or extend as appropriate.

Fields to note:

  • Task Type: Dropdown with task type options.
  • Status: Available statuses for a task. The distributed statuses are Pending, In Progress, Completed and Closed and the default initial status is Pending.
  • Assigned User: User responsible for performing the task.
  • Active: Checkbox to enable or disable this task.
  • Creation Date: Read-only field with task creation date time.

Note

Specific modules may add contextual fields to the task window.

This work is licensed under CC BY-SA 2.5 ES by Futit Services S.L..