--- title: "Dynamic Tasking" slug: "dynamic-tasking" tags: ["Assigned Forms", "Flows", "Dashboard Management", "Pages and Dashboards", "Error Handling"] updated: 2025-07-07T20:14:17Z published: 2025-07-07T20:14:17Z canonical: "documentation.decisions.com/dynamic-tasking" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Dynamic Tasking ## Overview The Dynamic Tasking Accelerator streamlines task management by enabling businesses to create structured Workflows based on department-specific needs. After installing the Project, Users can quickly perform actions through the built-in Dashboards, such as managing activities, assigning Users, and tracking task progress. The Dynamic Task Accelerator is ideal for organizations looking to enhance productivity, enforce structured workflows, and automate departmental task execution. --- ### Key Features - User-friendly Dashboards to facilitate dynamic tasking. - Ability to create multiple templates and activities. - Perform Task Sequences and Scheduled Jobs. --- ## Considerations & Prerequisites - Users must install [Error Handling](https://documentation.decisions.com/projects/docs/error-handling) prior to using this Accelerator. - After installing the Project, Users must enable the Scheduled Job in the Systems Folder. To enable the Scheduled Job: - Navigate to **System > Jobs and Events > Scheduled Jobs > Projects.Dynamic Tasking > Recurring Tasking Scheduled Job**. - Right-click on the Scheduled Job and select **Run** **Job**. - By default, this Scheduled Job will run once every 12 hours. --- ## Main Flows | Flow Name | Description | Image | | --- | --- | --- | | Create Department | This Flow enables Users to create a new Department, which is the first step in utilizing this Accelerator. The default contact title is Department Manager and multiple task templates can be created for a single Department. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751296263713.png) | | Create Users | This Flow displays a Form to create Users for each created Department. These Users will be displayed when creating Assignments. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751306534473.png) | | Create Task Sequence Templates | This Flow displays a Form that allows Users to create multiple Task Sequence Templates for every created Department. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751306679609.png) | | Create Activities | This Flow displays the Create Activity Form, which allows Users to create multiple activities within a Task Sequence Template. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751306801599.png) | | Create Launch Task Sequence | This Flow allows Users to perform all associated activities for the selected Task Sequence Template. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751306959587.png) | --- ## Dashboards/Pages There are four Dashboards available in this Project. Users can access these Dashboards, and their associated Pages by navigating to **Public Folders > Tasking Views**. ### Customer Management - The Customer Management Dashboard houses the following Pages: - **Customer Management:** This Page displays a Report of all created customers, organized by **Name**, **Alias**, **Primary Contact**, and **Created on Date**. - Users can click **Create Customer** to create a new customer.  ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-30_15h20_47.png) - **All Contacts:** This Page displays a Report of all created Users, organized by **Customer/Department****. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-30_16h05_13.png)** - **Folder View:** This Page displays Folder Data organized by **Entity Name**, **Last Saved By**, **Created By**, **Created On**, and **Type**. ### Frequency Manager The Frequency Manager Dashboard displays all created Frequencies as well as **Task Sequences** that have been launched from a **Task Sequence Template**. - Users can click **Create Frequencies** to create a new Frequency. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-06-30_16h11_39.png) ### My Tasks This Dashboard contain Pages that display the following information: #### Open Tasks This Page displays open tasks for Users that are currently signed in. This Page will only show tasks for current users, not other Users or Groups. #### My Task Sequences This Page displays all created Task Sequences, organized by whether they have been **started** or **completed**. Each Task Sequence is organized by: - **Name** - **Type** - **State** - **Recurring (True or False)** - **Frequency** - **Created on Date** - **Expiration Date** **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_13h30_57.png)** #### Tasks for My Customers This Page displays a task Report organized by the associated customer and whether it has been **started** or **completed**. Each task is organized by: - **Customer** - **Title** - **Name** - **Type** - **State** - **Recurring** - **Frequency** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-03_15h21_51.png) ### Task Manager This Dashboard displays all created **Departments** and **Task Sequence Templates** created within each Department. - Users can click **Create Department**, **Create Frequencies**, and **Launch Adhock Task** to create a **Department, Frequency, or launch an Adhock task.** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-03_15h55_30.png) #### All Task Sequences This Page displays created Task Sequences organized by Department and whether it has been **started** or **completed**. Each Task Sequence is organized by: - **Name** - **Type (Customer, User, etc.)** - **State** - **Recurring** - **Frequency** - **Expiration Date** - **Modified By** - **Modified Date** #### Department Clicking on a Department will navigate Users to a dedicated Dashboard for the Department **Task Sequences** - This Page displays Task Sequences for the selected Department, organized by the following: - **Name** - **Type** - **State (Started or Completed)** - **Recurring (True or False)** - **Frequency** - **Created On** - **Expiration Date** - The Page also displays the **Department Name**, **Manager**, and an **Activity Log** with activities that have been completed within the Department. - Users can also click **Create Contacts**, **Create Task Sequence**, **Template**, **Edit Department**, **Launch Ad Hock Task**, and **Launch Task Sequence** to perform the respective actions for the selected Department. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_13h35_06.png) **Task Sequence Templates** - This Page displays Task Sequence Templates that have been created within the selected Department, organized by the following: - **Name** - **Assignment Type Prefix** - **Recurs by Default (True/False)** - **Default Frequency (Daily)** - **Created On Date** - This Page also displays buttons enabling Users to perform the following actions: - **Create Contacts** - **Create Task Sequence Template** - **Create Users** - **Edit Department** - **Launch Ad Hoc Task** - **Launch Task Sequence****![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_09h30_15.png)** **Users** - This Page displays all **Users** and **Customers** created within the selected Department. - User information is organized by: - **Email Address** - **First Name** - **Last Name** - **Alias** - Customer information is organized by: - **Title** - **Customer** - **Alias** - This Page also displays buttons enabling Users to perform the following actions: - **Create Contacts** - **Create Task Sequence Template** - **Create Users** - **Edit Department** - **Launch Ad Hoc Task** - **Launch Task Sequence** **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_09h41_02.png)** **Contacts** - This page displays all Contacts that have been created within the selected Department, organized by: - **Email** - **First Name** - **Last Name** - **Title** - This Page also displays buttons enabling Users to perform the following actions: - **Create Contacts** - **Create Task Sequence Template** - **Create Users** - **Edit Department** - **Launch Ad Hoc Task** - **Launch Task Sequence** **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_09h44_40.png)** --- ## Utilizing the Dynamic Tasking Accelerator **Creating Departments** This Accelerator includes four Dashboards. Users will start by navigating to the **Task Manager Dashboard**. From here, Users can click **Create Department** to create a Department that that **Users**, **Task Sequences**, etc. will be nested in. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_10h35_56.png) - This action will display the **Create Department Form**. Users can fill out this Form with a **Name** and **Description** for the Department, as well as details for the associated **Department Manager**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751898796475.png) - Once a Department is created, it will be listed in the **Department Repo****rt** on the left-hand side of the Dashboard. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_10h38_09.png) **Department User Actions** - Each Department has a list of available **User Actions**. Users can right-click on the desired Department to access these actions. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_11h04_43.png) - **Create Contacts****:** This action enables Users to create multiple contacts for a selected Department.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751900969510.png) - **Create Task Sequence Template:** This action enables Users to create multiple **Task Sequence Templates**. All created templates are displayed on the Task Sequence Template Report. **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751899525296.png)** - **Create Users:** This action allows Users to create multiple Users for the selected Department. Created Users will be displayed in the **Activity Form** under the **Assignees** Dropdown menu and on the **Launch Sequence Form**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751901227255.png) - **Edit Department:** This action enables Users to edit existing information for a selected Department. **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751901292320.png)** - **Launch Ad Hock Task**: This action enables Users to fill out required information to launch an Ad Hoc Task. **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751901373841.png)** - ****Launch Task Sequence:**** This action will be used to perform all activities for the selected **Task Sequence Template.**![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_11h25_11.png) **Task Sequence Template User Actions** - Once a Task Sequence Template is created, the following **User Actions** are available by right-clicking on the desired template.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2025-07-07_13h26_04.png) - **Clone Task Sequence Template:** This action enables Users to copy all activities in the selected **Task Sequence Template** and transfer them to another **Department**. **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751911751142.png)** - **Create Activity:** This action enables Users to create an activity using desired **Activity Types(Assignment, Email, Custom)**. Each Activity Type displays a list of associated Flows that can be selected in the **Flow** Dropdown menu**.** - Only Users created within the selected Department will be displayed in the **Assignees** Dropdown menu. **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751911834788.png)** - **Edit Task Sequence Template:** This action allows Users to edit an existing Task Sequence Template for a selected **Department.** **![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751911872831.png)** - **Launch Task Sequence Template:** This action enables Users to Launch all activities from an existing **Task Sequence Template. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751911918279.png)** - **Delete Task Sequence Template:** This action allows Users to delete a **Task Sequence Template.** - Users should note that upon deletion, this action may affect associated **Open Tasks. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1751911940377.png)** ## Related - [Error Handling](/error-handling.md)