Create Task Action

Note: This option is only available in the ClickOnce version of the program.

Clicking the Create task action on the business process status page opens the "Run Business Process Task Add" form that ships with Blackbaud CRM. This data form allows the user to create a task that will allow users to run the business process with the current parameter set. One of the steps in completing the Run Business Process Task Add Form is to provide a launch page which is designated by the Page property within the BusinessProcess property group. A Page Search for the Page property allows the user to search for a launch page that shares the same record type as the business process. In the example below, our own status page is doing double duty as the launch page. 

Figure: Completing the data form opened via the Create task action

When the data form above is saved, the end result is a new task that utilizes an action type of RunBusinessProcess. Navigating back to the Food Bank functional area and refreshing shell navigation reveals the new task:

Figure: The newly created task

Using Design Mode, we can right-click the task and examine its properties. As you can see in the figure below, the task utilizes an action type of RunBusinessProcess. For more information about the RunBusinessProcess action type, see Using a Task’s RunBusinessProcess Action Type.

Figure: Task properties