This feature enables the users to group the tasks they want to set for task hierarchy.
Once users add grouped task templates, IRM will have a tab dedicated to all the Single Task Templates.
Adding Task Templates
When users click the Add button, the system creates a hierarchical setup with four levels of task templates grouped together in a tab. The default group name of the template is Untitled, which the users can also update.
The group name has a 40-character limit and users can have duplicate group names.
1st and 2nd Level task templates are mandatory and users will not be able to save the conditional task template if these two levels are left blank. The 3rd and 4th Level task templates are optional. Note that 2nd, 3rd, and 4th Level task templates are disabled by default. Users need to add a task template to the parent level before they are able to access the next three levels.
Deleting Task Templates
The users can delete the tasks individually by clicking the Delete icon on each task. They can also delete all the tasks in the group by clicking the Clear button, and then confirming the deletion by clicking the Clear Level button in the modal.
However, users cannot delete all the tasks in the group if the child level has a task. The Delete icon and Clear button are disabled.
When a user creates a request and the automatic task creation meets the conditional task template criteria, the system automatically creates the task. The source of the task to be created will be from the Ungrouped tab and all 1st Level containers in the groups. When the 1st Level task is set to Complete, the 2nd Level task will be created and added to the same request. Then, followed by the 3rd and 4th Level tasks, if any.
Other Scenarios
- If the 1st Level was completed, then it is later on updated with more tasks, this will not affect the old request and will still continue with the 2nd Level.
- If the 1st Level is in progress and the user adds new tasks, this will not affect the old request. Only the new requests will have the new task. However, if there are tasks in the 3rd Level, that request will not continue to the 3rd Level since there are new tasks added to the 2nd Level. The same applies to the 3rd and 4th Levels.
- Each time a user updates a Conditional Template Task Hierarchy, for example when a user deletes, clears, and/or adds new tasks, only the request(s) that are not yet affected by the condition will be updated. In addition, the system will display a warning message in the header of the page informing the user that only the request(s) that are not using the condition yet will be affected when the criteria are met.