Task Definitions are assigned to an order or claim record and can provide MoversSuite users with a consistent workflow of tasks based on order events, order assignment to a responsible parties, and order dates. Task Definitions include Task Groups that can be used to provide a subset of the Task Definitions, primarily used to filter search results within the Tasks screen and Find dialogs, but can also be used to define invoice settings for Special Services orders.
Task Definitions also control user access within the Customer Web Portal and Task Groups can be used to narrow search results by use of the Select a Task Group option within Find > Store Information (refer to the Find topic for details).
Task Definition Setup