Adding Automated Task Subject Information

You can include field values from an associated object in the task subject. This makes task subjects associated with Project, Process, and Case objects more meaningful to users.

In earlier releases, you could only add the record part number and the current stage name.

To add automated task subject information:
  1. Edit and process an object.
  2. In the System Administration tool, open the Process Wizard.
  3. On the Workflow Properties page:
    1. In the workflow view, select a stage.
    2. Select Tasks.
    3. Edit an existing task or create a new task.
    4. In the Task Template dialog box:
      1. At the right end of Subject, click the right arrow icon and select a field.
      2. (Optional) Add static text or additional fields.
    5. Click Save then Close.