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View and Edit Tasking Group
The tasking groups can be viewed and edited from the 'Tasking Group Search Results' section in the Maintain Tasking Group screen. The tasking groups can be viewed or edited based on the privileges of the user.

  1. To view and edit the tasking group:


    1. Search and list the tasking groups you want to view or edit in the 'Tasking Group Search Results' section by providing a search criteria (Refer Search Tasking Groups).
    2. Click the tasking group name link from the 'Tasking Group Search Results' section. The details of the tasking group appear in the corresponding fields in the Maintain Tasking Group screen.

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Maintain Tasking Group - Edit Tasking Group

  • The field Tasking Group Name cannot be edited.


    1. To assign activity groups to the tasking group, click the Assign Activity Groups tab.
    2. Click the Select Activity Groups link in 'Assign Activity Group' tab. The activity groups are listed in the 'Search Results' section of the Search Activity Group screen.


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Maintain Tasking Group - Assign Activity Group

  • You can search for particular records by typing the Activity Group Name.
    1. Select the Select check box of individual activity groups in the list
    2. Click Submit in 'Search Activity Group' screen. The selected activity groups will be listed in the selected 'Selected Activities Groups' section of Assign Activity Groups tab.


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Maintain Tasking Group - Assign Activity Group

  • You can remove some activity groups by selecting the Delete check box of individual activity group in 'Assign Activity Group' tab and click 'Save' to not assign the Activity Group to the tasking group.
    1. Change the required fields and click Save to save the changes.


  • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.
  • If you want to add a tasking group at this point, click Add to clear the fields and to bring the screen to the add mode.