Universal Task form

Universal Task form to create a task record.

Field	Description
Number	Unique number that is generated for the Universal Task. The Universal Task number starts with UNT.
Parent	Number of the parent case or request.
Parent Assignment Group	Group assigned to the parent case or request.
Parent Assigned to	Agent primarily responsible for working on the parent case or request.
Type	Type of task being assigned. The available options are:- Submit Catalog Item - Upload Documents - Upload Documents - Mark When Complete - Checklist - Collect Employee Input
	Submit Catalog Item	In the Catalog item field, select a catalog item.
	Upload Documents	Use the Description field to provide instructions or details of documents to be uploaded.
	Mark When Complete	Use the Description field to provide details about this task. Note: The state of the task will change to Complete after the employee completes the task.
	Checklist	In the Checklist section, add the checklist items. For detailed information, see Create a checklist
	Collect Employee Input	In the Employee form field, select the employee form that the user will fill out. Note: Employee forms can be built using the survey designer. See Create an employee form for more information.
	URL	In the URL field, specify a URL that will be displayed in the task that is assigned to the user.In the Short description field, provide more details about the URL.
	To know more about the function of each type, see Universal Task types
Employee form	Mandatory employee form. Note: This field appears only if the Collect Employee Input task is selected in the Type field.
Survey instance	Link to the completed employee form. Note: This field appears only if the Collect Employee Input task is selected in Type field, and the value of the State field is complete.
Template	Task template to auto-fill the task form.
State	State of the Universal Task. The available state settings are:- New - Work In Progress - Complete - Cancelled
	New	Default state when the task is a draft. Tasks at this state are only visible to the agent
	Work in Progress	Task is assigned to and visible to the employee.
	Complete	Task has been completed by the employee.
	Cancelled	Task has been cancelled before completion.
Priority	Value that identifies how quickly the service desk should address the request. The available options are:- Critical - High - Moderate - Low
	Critical	Highest priority for urgent or time-sensitive tasks.
	High	Tasks that are important but not urgent.
	Moderate	Tasks that should be completed at some point.
	Low	Optional tasks.
Assignment group	Group assigned to the Universal Task. This field is available for the Mark When Complete and Checklist task types. Other tasks types require a mandatory update of the Assigned to field with the Assignment group.Note: Email notifications are sent only for the two task types.
Assigned to	Employee assigned to the Universal Task.
Due date	Expected date for the employee to complete the task.
Watch list	Users to receive notifications when there is any change in the task status.
Short description	Brief description of the request
Description	Detailed description of the request
Additional comments \(Customer visible\)	More information about the change. The information in this field is visible to the customer.
Work notes	Information about how to resolve the Universal Task or steps taken to resolve it, if applicable. This note is for internal use. The work notes information is not visible to customers.

Parent Topic:Universal Task reference