Create Task activity

An activity that creates a new task in Microsoft Outlook.


Create Task activity

Configure the Create Task activity

To configure the Create Task activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Exchange Server tab.

    Open Exchange Server tab
  3. On the Exchange Server tab, drag the Create Task activity onto your process.

    Drag Create Task activity

General Configuration

Specifies the basic settings for the Create Task activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Task Configuration > Task Details

Specifies the configuration of the task details to create a task in Microsoft Outlook.

Figure: Create Task Configuration > Task Details tab

Create Task Configuration Task Details tab

Fields

Field NameDefinition

Exchange Server

Function:
Specifies the access token that connects to your Exchange Server.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

From Date

Function:
Specifies the date and time to start the task in Exchange Server.
Accepted Values:
A valid date and time.

You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

To Date

Function:
Specifies the date and time for the task to complete.
Accepted Values:
A valid date and time.

You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes

Task Status

Function:
Specifies the status of the task.
Accepted Values:
  • Not Started
  • In Progress
  • Completed
  • Waiting on others
  • Deferred
Default Value:
None
Accepts Process Data Variables:
Yes

Store Task ID in this Variable

Function:
Specifies the process data variable that contains the task ID from Exchange Server.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Create Task Configuration > Specific Task

Specifies the configuration and specific information to create a task in Microsoft Outlook.

Figure: Create Task Configuration > Specific Task tab

Create Task Configuration Specific Task tab

Fields

Field NameDefinition

Exchange Server

Function:
Specifies the access token that connects to your Exchange Server.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Create Add Token icon

Opens this Screen:
Access Token for Exchange Server
Function of this Screen:
Configure an access token to connect to Exchange Server.

Subject

Function:
Specifies the subject line for the Exchange Server task.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes

Task Body

Function:
Specifies the content of the message.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Store Task ID in this Variable

Function:
Specifies the process data variable that contains the task ID from Exchange Server.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?