Configuring the Task Management System
Before you begin
Before you configure the
System, make sure that the People and Company records are created. For more information, see Updating people information.
Process overview
Process | Description |
---|---|
As an administrator, configure LDAP with the System on the . | |
Use the Phase Management Configuration form to group tasks into phases, based on status and status reason values that you configure for the parent application. | |
Configure task assignments based on company information, and product and operational categorization. | |
Use the Integration Configuration form to set up integrations with other custom applications that are not part of the , and which use TMS and specify general settings for integrating. | |
Use the Command Automation Interface to integrate with applications that can be used to carry out tasks automatically. |
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