Derive task

Once a proposal has been submitted and the Ideas Management Committee has initiated implementation, the proposal's Main responsible may derive a task.

Instruction:

  1. In the Portal or in the Ideas Management app, open the My Tasks area

  2. Open the context menu of the proposal and click Derive task from proposal:

  3. Enter the following data in the Derive task from proposal dialog:

    Property Description
    Task title Enter a title for the task here.
    Description Here you can enter a description of the task.
    Task implementation Reference who is to implement the task.
    Due date Select a date when the task is to be implemented.
    Attachment Here you can attach a file.
  4. Click Derive task from proposal

Result:

The referenced task implementation will receive a notification and a new task will be displayed in their task dashboard.

Next steps:

Any number of tasks can be derived from the proposal. When all tasks are implemented, the proposal can also be set to implemented.