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Configure Task Set Page

This page allows you to configure a task set

Details

Workflow can be used to define the tasks that must be completed for an issue to be resolved. This is done by specifying a set of tasks called Task sets that should be added to the issue when it enters a particular state. Each task in the task set can be assigned to a particular person by default, but can be reassigned if desired. For background information on workflow, see Ketura Tour Step 8: Workflow.

Depending on your permissions, you may be able to update the task set’s information.

To make changes to a task set’s details:
To abandon changes before you have applied them:

Description of form fields

Category The category of the task set, used to group task sets.
Summary

A short summary of the task set, which must not be left blank.

For consistency:

  • Keep the summary to a single sentence.
  • Don’t place a full-stop at the end.
Notes A place to store useful information about the task set.

Tasks

This tab shows the tasks that are part of the task set. A task is either assigned to a user, or is unassigned. The order of the tasks in the table describe the order in which the tasks are expected to be completed.

This tab lets you add new tasks to the task set and change the ordering of the tasks.

Depending on your permissions, you may be able to perform the actions below.

To make changes to one or more of the tasks:
To change the users assigned to tasks:
To change the planned work values of the tasks:
To create a new task for the task set:
To add tasks to this task set from an existing task set:
To change the ordering of tasks in the task set:
To perform an action on several tasks at once:
To abandon changes before you have applied them:
To delete one or more tasks from the task set:

Deleting tasks from a task set will not delete any tasks from the task set that have been previously added to an existing issue.

Description of table columns

Task The id of the task. If you have permission to view the relevant task, the id is a link to the task’s page.
Summary The task’s summary.
Assigned To

The user to whom the task is assigned.

If <unassigned> is chosen, the task will not to be pre-assigned to a user. In this case, if the task set is added to an issue automatically because of the configured workflow, the user who caused that to happen by creating the issue or changing its state will, if he or she has permission to assign tasks, be prompted to assign the unassigned tasks.

If <user performing action> is chosen, and the task set is subsequently added to an issue automatically due to workflow, the task will be assigned to the user who caused that to happen by creating the issue or changing its state.

Planned Work The planned work of the task.
Selection A checkbox that, when checked, selects the tasks. Selected entries are highlighted with a blue background. You can select all the entries in the current table page by clicking the checkbox in the column’s heading.

For help working with tables, see Tutorial 1: The Basics of Working with Ketura.