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Defining stages for tasks

As a case business analyst, define stages for tasks that are created for different cases. You can define stages specific to different lines of business in your company.

After defining a stage, assign it to a task template so that when a task is created using that template, the stage is automatically assigned to that task. Additionally, case agents can assign the stage to an ad-hoc task that they create in a case.

Related topic

Task Management

To define stages for a task

  1. Log in to BMC Helix Business Workflows.
  2. Click Settings Gear_icon.png.
  3. Select Task Management > Stages.
  4. On the Stages page, from the Line of Business list, select the option for which you are defining stages.
  5. Click Stage.

  6. On the Create Stage page, complete the following fields:

    Warning

    Important

    The Line of Business field is auto-populated with the value you selected in step 4.

    Field

    Action

    Stage

    Click Localize and enter the stage name for different locales.

    Important: You must enter the stage in English.

    Status

    Select one of the following values based on whether you want to enable the stage or not:

    • Active
    • Inactive
    • Deprecated
  7. Click Save.
    The task stage is displayed on the Stages page.

  8. (Optional) To delete a stage, on the Stages page, select the required stage, and click Delete.

    Warning

    Important

    You cannot mark a stage as inactive or delete a stage that is assigned to a task template.

After you create the stage, you can assign it to a task template.

Where to go from here

Creating and editing task templates

 

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