Concept: Tasks Step

The

Tasks

step type addresses the handling of tasks that contain multiple relevant tasks within a single step, and presents these tasks as separate sections on a single screen. In order for a

Tasks

step to be added to a business process, all of the tasks within the business process step must be available in both guided and summary editor modes.

Guided and summary editor modes refer to a guided style of user interaction, in which an overall task is used to direct multiple tasks into a single user experience.

To add or remove a task from a

Tasks

step, select

Business Process

Configure Step Tasks

from the related actions menu of the step.

Workday prompts you to select an

Effective Date

for the

Tasks

step. The default effective date is the current date.

Workday also prompts you to select a

Time Zone

if you selected the

Business Process Configuration Time Zone

option on the

Edit Tenant Setup - System

task. The default time zone is the user's current time zone.

Although you can configure help text on the overall

Tasks

step by selecting

Business Process

Maintain Step-Help Text

from the step's related action menu, you can also configure help text and instructional text for each individual task using the

View Business Process Template

report:

Click the
Configure Help Text
button for the appropriate section on the
Section Groups
tab.
Click the
Configure Instructional Text
button on the
Instructional Text
tab.

If a condition rule is configured on a specific task, you can view a description of the condition rule for that task in the

Comments

column of the appropriate section on the

Section Groups

tab.