HOPEX Collaboration Manager : Workflows : Using Workflows : Examples of Workflows Supplied as Standard : Using Design Tasks : Creating Design Tasks
   
Creating Design Tasks
To create a design create:
1. In the following desktop:
MEGA Windows Front-End : click Assign Task at the top of the Collaboration navigation window through the button.
* this tree, select View> Navigation Windows > Collaboration.
MEGA Web Front-End : click the Teamwork button, then the Collaboration group and click Assign Task.
The dialog box for creating a design task appears.
2. Enter the name of the design task.
3. Indicate the task motive and due date, the project connected to the design task, then click OK.
*A motive is an object connected to a design task that justifies or explains why the design task has been created. The request for change is an example of task motive.
4. In the dialog box that appears, specify if you want to:
create the task and assign it
create the task and assign it later
5. In the next dialog box, enter a comment and click Next.
6. Select the user who must execute the task and click Finish.
The design task is created and if specified, assigned to the selected user.
Specifying design task motive
Design tasks can be created from:
a request for change
*A request for change enables expression of a comment concerning change to be made to an object.
a requirement
*A requirement is a need or expectation explicitly expressed, imposed as a constraint to be met within the context of a project. This project can be a certification project or an organizational project or an information system project.
These two object types constitute the motive of a design task.
It can be useful, from a request for change, to create and assign a design task to the person responsible for its execution.
To create a design task from its motive (here, a request for change):
1. Expand the navigation folder corresponding to the request for changes.
2. Right-click the desired request for change and select New > Design Task.
3. In the dialog box that appears, enter the name of the design task and indicate the task due date.
4. Click OK.
5. In the dialog box that appears, specify if you want to:
create the task and assign it
create the task and assign it later
6. Enter a comment for the design task, then click Next.
7. Select the design task assigned user if required, then click Finish.
The design task is created.
Creating a design task from a project
Design tasks can be created in the framework of a project.
*We can define users with authorization to create tasks in the framework of a project. For more details, see "Workflow Participants" and "Associating persons with participants".
To create a design task from a project:
1. In the Projects navigation window, right-click a project and select New > Design Task.
2. In the dialog box that appears, enter the name of the design task.
3. Enter the design task motive and due date if required.
4. Click OK.
5. In the wizard that appears, indicate if you want to assign the design task or not to a person responsible for its execution.
6. Enter a comment and click Next.
The design task is created and connected to the project.
A design task workflow instance is triggered.