Configure Task Metrics

This topic describes how to configure the optional task metrics users can apply to the task that they create in Task Management: task categories, task phases, and productivity standards. These metrics are used to further describe or classify the tasks users create and assign.

Configure Task Categories

In Task Setup > Task Categories, you can create task categories to group tasks in similar classifications.

To configure task categories:

1. Go to Task Setup > Task Categories.
2. Click Add.
3. Enter a name and, optionally, a description of the task category.
4. (Optional) Enter a cross-reference code. This code must be unique and must not contain special characters.
5. Click Save.

Configure Task Phases

Task phases are used to categorize tasks for record purposes. To create task phases:

1. Go to Task Setup > Task Phases.
2. Click Add.
3. Enter a name and, optionally, a description of the task phase.
4. (Optional) Enter a cross-reference code. This code must be unique and must not contain special characters.
5. Click Save.

Configure Productivity Standards

You can use productivity standards to measure the amount of time a task should take to complete. For example, if a receiving task’s duration depends on the number of deliveries the location receives, create “Delivery” as a productivity standard so that when users define a task they can specify the number of hours per delivery and the number of deliveries that day. You create productivity standards in Task Setup > Productivity Standards.

To create productivity standards:

1. Go to Task Setup > Productivity Standards.
2. Click Add.
3. Enter a name and, optionally, a description of the productivity standard.
4. (Optional) Enter a cross-reference code. This code must be unique and must not contain special characters.
5. Click Save.