Create and manage QA process tasks

Create a QA process task

Quality assurance (QA) process tasks must be created beneath a QA process.

1. Open the Business processes () section of the project.

2. Click the Quality assurance tab.

3. Next to the QA process under which you want to add a task, select Add () > Task.

   The New task dialog opens.

4. In the Details section, fill out all required fields. Mandatory fields are marked with an asterix (*).

   • Type - (Optional) Select the type of task. This is only a drop-down list if you Tenant Administrator has configured additional custom task types.

   • Priority - (Optional) Identify the priority of the task. The default is Medium. Read the section following this one for more information.

   • Workflow - (Optional) Select a workflow for the task to govern its lifecycle. You can always assign the task a workflow later if you are unsure which one to choose now. It is not required to select a workflow.

   • Name - Enter a descriptive name or title for the task.

   • Assignee - (Optional) Select the person, role, or team responsible for the task. The task creator (you) is selected by default. You can leave this field blank if you do not yet know who will be responsible for it.

     Note: If you add an item to the task that has associated suppliers, those suppliers appear in the list of assignees, in addition to your other project team members.

   • Start date - (Optional) Select a start date for the task. The default is today's date.

   • Duration - (Optional) Enter a duration in days for the task in days. The default is one day.

   • Description - (Optional) Enter any additional information or context for the task.

5. (Optional) In the Add Upchain documents section, select the Upchain documents (documents already added to this project) you want to associate with the task.

6. (Optional) In the Add items section, associate items with the task.

   1. Click Search.

      A new tab in your browser opens to the Advanced search window.

   2. Perform an Advanced search to locate the desired item.

   3. Beside the desired item in the search results, click Copy ().

   4. In the *New task dialog in the Add items section, click Paste.

7. Click Add task.

The newly-created QA process task becomes visible in the list view, and its status is set to Draft. The task assignees receive an email notification.

QA process task priorities

A task's priority level defines its importance in relation to other tasks. Ranking your QA process tasks can help you organize them more effectively. Each priority level has a specific color. The following is a list of priorities and how they might be used in your QA processes list:

• Low (Green) - Activities that are not urgent and not important.
• Medium (Yellow) - Activities that are not urgent but important.
• High (Light red) - Activities that are urgent but not necessarily important.
• Critical (Deep red) - Activities that are important and urgent.

Edit a task

A task begins in a Draft state. As long as a task is in Draft, it may be edited.

1. From the list of QA processes, select the QA process task you want to edit.

   Its detail view opens.

2. Click Edit.

3. Make your changes.

4. Click Save.

The following fields may be changed while the task is still in Draft:

• Priority
• Workflow (as long as the workflow hasn't already started)
• Name
• Assignee (the new assignee will receive an email notification)
• Status (if no workflow is assigned)
• Completion %
• Duration
• Start Date
• Description

Once the workflow has been started, the only fields that are editable are a priority, completion percentage, and description.

Delete a task

Activities may be deleted as long as they are still in Draft.

1. From the list of QA processes, select the task task you want to delete.

   Its detail view opens.

2. Click Delete.

The task is now deleted.