Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-10-04
Concept: Tasks Step

Concept: Tasks Step

The
Tasks
 step type enables you to configure multiple relevant tasks in a single step, and presents these tasks as separate sections on a single screen.
To add a
Tasks
 step to a business process, all of the tasks in the business process step must be available in both guided and summary editor modes. Guided and summary editor modes refer to a guided style of user interaction, in which an overall task is used to direct multiple tasks into a single user experience.
Internal tasks related to Guided Editor and Summary Editor toolbar actions might display in the results when you run an Audit Trail Report.
To add or remove a task from a
Tasks
 step, select
Business Process
Configure Step Tasks
 from the related actions menu of the step.
Workday prompts you to select an
Effective Date
 for the
Tasks
 step. The default effective date is the current date.

Time Zones

Workday also prompts you to select a
Time Zone
 if you selected the
Business Process Configuration Time Zone
 option on the
Edit Tenant Setup - System
 task. The default time zone is the user's current time zone.
  • If you enter the current date in the specified time zone, the changes take effect immediately. Users in other time zones see the changes immediately.
  • If you enter a future date in the specified time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
  • If you enter a past date in the specified time zone, the changes take effect at 11:59:59 PM on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.

Help Text

Although you can configure help text on the overall
Tasks
 step by selecting
Business Process
Maintain Step-Help Text
 from the step's related action menu, you can also configure help text and instructional text for each individual task using the
View Business Process Template
 report:
  • Click the
    Configure Help Text
     button for the appropriate section on the
    Section Groups
     tab.
  • Click the
    Configure Instructional Text
     button on the
    Instructional Text
     tab.
If a condition rule is configured on a specific task, you can view a description of the condition rule for that task in the
Comments
 column of the appropriate section on the
Section Groups
 tab.