A task is created in a task item. To create a new task, create a new task item. A new task can also be added to an existing task item.
To create a new task, follow these steps:
- Open and edit a task item. On the Catalog pane, right-click a task item in the Tasks folder and click Edit In Designer.
- Click New Task on the Tasks pane to create a new task.
A new, empty task is created and selected in the Tasks pane, and the Task Designer pane displays the properties of the new task.
Tip:
The Task Designer pane displays the properties of the selected item in the Tasks pane. To display the properties of the task item, select the task item heading.
- Make sure the new task is selected and type a task name and a description on the Task Designer pane.
The task description should describe what the task will achieve. For example, Create a road centerline.
- If you do not want the task to display in the tasks list on the Tasks pane, choose Hide this task.
You would want to hide a task when the task is incomplete, or when the task is never used. For example, a person working with parcels may never create or edit condominiums and would not want to see tasks that work with condominiums.
- Save the project to save the changes to your task item.
- Close the Task Designer pane to exit task design mode or click New Step to create a new task step in the selected task.
Create a new task group
A task can be created as a stand-alone task or in a task group. A task group organizes a set of related tasks together. For example, a task item that contains tasks for managing address data may have a task group for managing public roads, and a task group for facilities.
To create a new task group, follow these steps:
- On the Tasks pane, click Options and click Edit In Designer to open the Task Designer pane.
- Click New Group on the Tasks pane to create a new task group.
A new, empty task group is created and selected in the Tasks pane, and the Task Designer pane displays the properties of the new task group.
- On the Task Designer pane, type a task group name and description.
- Save the project to save the changes to your task item.
- Close the Task Designer pane to exit task design mode or click New Task to create a task in the selected task group.
Tip:
When the Task Designer pane is open, you can drag and drop a task into a task group, and between task groups.