How to Create a Task Template

Applies to CoCoCo platform v1.0.0-rc.31. Every step below was run on that version.

A task template describes a kind of task and the outcomes it can end with — for example a proof approval that ends with Approve or Send back. When you create a task from the template, those outcomes are what the person doing the task chooses from when they finish it.

Before you start: you need the permissions to see and create task templates (taskDefinition:list and taskDefinition:write); deleting needs taskDefinition:delete.

Create a task template

1. In the sidebar, under Business Hub, click Task Templates.
2. Click Add Task Template. The page New Task Template opens.
3. Enter a Name, for example Proof approval. Description is optional.
4. Under Options, fill in the first row: Label is what people see, for example Approve; Value is what is stored, for example approved.
5. For every further outcome, click Add Option and fill in Label and Value again — for example Send back / needs_changes. Every option needs both fields. As soon as there are two or more rows, each has a bin — click it to remove that row.
6. Click Save. The message Task Template created appears.

When you now create a task under Tasks → Add Task, the template is offered under Task Template, and the form notes that the outcome options come from the template.

Delete a task template

In Task Templates, click the bin (Delete) next to the template and confirm Delete Task Template? with Delete.