Task series levels enable you to specify an order to complete a series of sequential tasks.
Each level in a series represents a single task. In a series, you can assign up to 10 levels. When task assignees complete the Level 1 task, Perceptive Content creates the Level 2 task. When task assignees complete the Level 2 task, Perceptive Content creates the Level 3 task, and so on. You can assign multiple users to each level and you can assign the same users to multiple levels. Only the users and groups assigned to the task template are available for assignment.
You can set levels in a task series as a hierarchy where an assignee at a higher level becomes an optional assignee for all prior levels and can complete the task at any time.
Suppose, for example, that you work in an accounts payable
(AP) department that requires two levels of signatures for invoices
over a certain amount before the invoice is paid. To address this
requirement, you can create a signature required task with two levels.
You assign the AP team lead to the first level and AP manager to
the second level. Once the team lead completes the signing task
for an invoice, a new signing task for that invoice appears for
the AP manager.