To define the automatic task path for a CRM subject

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The procedure to define the automatic task path for a CRM subject is as follows:

  1. Navigate to Quick Menu > CRM > Configuration > Subject. The CRM Subject Configuration window is displayed.
  2. Expand a type heading from the alphabetical list and select an associated CRM subject, or enter its name into the Search CRM Subject field. By default the list is filtered to show Current subjects. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Tasks. The Tasks tab is activated.
  4. Click on New Task Path. The Task Path window is displayed.
  5. Using the Companies drop-down field, multi-select all companies for which this automatic task path is relevant, or choose the All option, as required 1 2.
  6. Using the Task path drop-down field, select the desired workflow structure to steer the progression of all newly-created CRM cases linked to this overarching subject. Custom workflow structures specific to the CRM subject can be defined using the Task Path Creator toolkit - a prerequisite step covered separately in the topic To configure the workflow structure of a task path definition.
  7. Choose an Effective from date for this record i.e. the date on which the automatic task path came into effect for this CRM subject 3.
  8. Choose an Effective to date if the assigned task path needs to be reviewed on a specific date or to capture a change of circumstances; a blank field means the inherent workflow structure will never expire.
  9. Click on Confirm. The latest active variant of the assigned workflow structure is displayed in the Task Paths summary table 4.
  10. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search CRM Subject field will match against any element of the CRM subject description.

2 Only those companies assigned to the CRM subject will be available for selection.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 Separate task path workflow structures cannot coexist for the same company across overlapping effective periods.


See related topics...

CRM subject maintenance overview

To configure the workflow structure of a task path definition

To add a task to a CRM subject

To create a new CRM task definition