Configure a Task Type

This task requires System Access to the Task Manager in Setup > System.

To configure a task type in the Task Manager section of the System area in Setup:

  1. Click Add
  2. Name the job. Use the description area to enter additional information if needed.
  3. Configure the remaining and default settings as desired.
  4. Click the Task tab.
  5. Name the task.
  6. Select a Task Type.
  7. Configure the settings. Fields relevant to the selected task type display. Required fields are prefaced with an asterisk. See the Online Help for specific task type configuration examples.
  8. Click Save.
  9. Optional - click the Schedules tab to create a schedule. See Task Manager Schedule Example topic for additional information.
Parent topic: Task Manager