17.1. Introduction

A Task Management Template defines a blueprint for a work Process with one or more Tasks. Templates are maintained from the Task Management Maintenance function.

A process template defines a flow of work to be done.

Similar to document production, where a document template is used to create many documents with different data, a process template is used to create many processes with different data.

A process template, or template for short, is a tree of template activities.

A (template) task is a single unit of work, to be carried out by one person. Template sub-processes can be used to group tasks and carry data common to the contained tasks.

A template activity can be either a template process, template sub-process or template task.

Conditional logic sub processes

“Normal” processes and sub-processes are sequential processes, meaning that when one activity is completed the next activity becomes available.

The conditional logic sub processes are either repeated until a condition is met (“While” process) or chooses between tasks depending on a condition (“If-Then-Else” sub process).

Both these conditional logic sub processes need an expression where the condition to be tested is specified.

Refer to Using the Expression Editor section later in this chapter.