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The Task process templates (PTM) application

The Task process templates (PTM) application is used for defining task process templates.

The application is found via the RamBase menu: Select Collaboration, Task and finally Task process templates to access it. Alternatively, it is accessible via the Program field: type PTM and press the ENTER key.

Task process templates area

The Task process templates area to the left in the application is where it is possible to get an overview of all existing process templates, in contrast to the Task process template details area, which specifies details for a specific task process template.

Sorting and filtering

It is possible to use columns to sort task process templates. Click once on the title of a column to sort in ascending order, click once more to sort in descending order, and click one final time to remove the sorting. It is possible to use several columns to sort at the same time.

There are also filtering options in the Task process templates area, via the Search field, and Filter builder (both Standard filters and the opportunity to Create custom filters). Read more about filtering in RamBase here.

Create a new task process template

  1. Click the Create new template button in the lower left corner.

  2. Type a descriptive name for the template in the Name field (mandatory).

  3. If applicable, type a description of the template.

  4. Select Standard in the Type drop-down menu (default).

  5. Click the Create button to create the task process template.

The template will now be listed in the Task process templates area. It is ready for further information and tasks to be added in the Task process template details area located to the right in the application.

Task process template details area

The Task process template details area is used to give/see further details of a specific task process template. In addition, it is used to manage and add task templates to a specific process template, as well as manage permissions.

Tip

Use mouse-over and click to see a description of each field in the Task process template details area.

Task templates tab

In the Task templates tab, tasks are added to (or deleted from) the template. The added tasks cannot be used on their own, they are just template tasks that will be turned into tasks tied to a process when a process is started from a task process template.

Add task to template

  1. Click the Add task to template button in the lower left corner of the tab.

  2. Provide a descriptive title (mandatory).

  3. If applicable, select an employee to assign the task to.

  4. If applicable, provide a description in the Description field.

  5. In the Deadline offset field, users have the option to specify if the task should be finished before the deadline of the process, and if so, how many days before.

  6. If applicable, select a priority for the task. If no priority is selected, the task will be given a Medium priority by default.

  7. If relevant, check the Create another checkbox. This will empty the pop up and keep it open, ready for the creation of a new task after the current task has been created.

  8. Click the Create button to add the task to the task template.

When the tasks have been added to the template, the template process and tasks can be managed in the Task process template details (PTMD) application. (Users may add task template checklist items, permissions and so on.) The Task process template details (PTMD) application is accessed by clicking the Arrow icon to the far right on the line of a specific task in the Task templates tab.

Permission tab

Note

The permissions functionality is only available when the System setting values (SSV) option Use extended permission system on tasks and task processes is turned ON.

The Permissions tab is where permissions are added and managed. Permissions may be given to a specific user (employee) or a role. A permission set comprises the following permissions with corresponding checkboxes:

  • View

  • Edit

  • Delete

  • Assign

  • Change status

The permissions are added to the process as a whole, which means all task templates belonging to the process will have the same permissions.

The default permission set for the creator of the task and the Superuser role cannot be edited or deleted. All other permission sets may be edited and deleted according to preference. (For example, only give a role access to view and edit the task by unchecking the checkboxes for Delete, Assign and Change status.)

Create a permission set

  1. Click the Create permission set button in the lower left corner of the tab.

  2. Check either the Employee or Role radio button, depending on who is to be given the permission set.

  3. To assign the permission set to an employee, enter the name/pid of the relevant employee in the Employee lookup field and select the correct employee. To assign the permission set to a role, enter the name of the relevant role in the Role lookup field and select the preferred role.

  4. Click the Create button.

Context menu options

In the Context menu, users have the option to:

  • Activate task process template

  • Deactivate task process template (set to Status 9, Inactive)

  • Copy task process template (set to Status 4, Active)

  • Delete process template

A task process template must be active to be available when starting a process in the Task processes (TSP) application.

In the Context menu, users also have the option to:

  • Activate task templates

  • Deactivate task templates

Note

Once a process has been initiated from the task process template, it is no longer possible to activate or deactivate the task process template or any connected task templates.

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