Create the communication task type and specify whether the task is applicable to a particular table or is globally applicable. The communication task type helps you to filter a task by its type, generate a report of a particular task type, or create SLAs for any communication task.

Before you begin

Role required: sn_comm_management.comm_plan_admin

Procedure

  1. Navigate to All > Task Communication Management > Administration > Task Types, and click New.
  2. On the form, fill in the fields.
    Table 1. Communication Task Type Lookup form
    FieldDescription
    Name Unique name of the communication task type.
    Global Option to determine whether the task type is available for all tables or for a specific table. If the check box is not selected, the Table field appears where you can select the table the task type appears for.
    Application Application scope of the task type. The task type is available for all applications or for scoped applications.
    Active Option to define whether the task type is active or not.
    Description Detailed description regarding the type of the task.
  3. Click Submit.
    A communication task type is created.

What to do next

Define a communication task.