To create an ad hoc task:
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With a queue folder within a life cycle selected, right-click and select New | Ad Hoc Task or click Ad Hoc Task from the Workflow ribbon within the New ribbon group. The Create Ad Hoc Task wizard is displayed.
- Click New Ad Hoc Task.
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Click Next.
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Enter a Name for the ad hoc task.
Note:
In order to make the & symbol appear in task names in the Unity Client interface, task names must include two of the & symbols (e.g. &&).
- Enter appropriate Help Text.
- Click Next.
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Select an appropriate user group that you want to grant rights to the ad hoc task from the User Group drop-down list. Only user groups are displayed that have rights to the life cycle in which the task resides.
Note:
If you want to assign all of the user groups currently assigned to the queue to the Ad Hoc Task, click Add All Assigned to Queue. After clicking this button, if user groups are added at the queue level, the Ad Hoc Task user group rights are not automatically updated.
- Click Add.
- Repeat steps 7 to 8 for each user group you would like to assign.
- Click Next.
- Click Finish.
- In the Properties pane in the General tab, configure the appropriate settings for the task list.
- In the Properties pane, click the Documentation tab. Enter any descriptive information that is applicable in the Overview and Details fields.
- Add the appropriate action and/or rules to the task list.