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Client Activity Tasks is a reference table that defines standard task templates used within client activities. These predefined tasks ensure consistency in service delivery by providing a standardized library of tasks that can be selected when defining Service Agreement tasks and RFA tasks.
Key Features
- Centralized task template library
- Standardized task definitions with predefined attributes
- Reusable across multiple Service Agreements and RFAs
- Consistent task tracking parameters
Table Structure
Fields
Field Type Description Title Text Task name/identifier Value Number Weight/importance of the task Has deadline Checkbox Indicates if task typically has deadlines Has operator Checkbox Indicates if task requires an operator/consultant Has cost Checkbox Indicates if task has associated costs
Usage
Client Activity Tasks are used as templates when:
- Creating Service Agreement Tasks: Select from predefined tasks to add to service activities
- Creating RFA Tasks: Choose standard tasks when implementing service delivery
- Standardizing Operations: Ensure consistent task definitions across the organization
Actions
- Add: Create a new task template
- Edit: Modify task template properties
- Delete: Remove a task template (if not in use)
Task Attributes
Each task template can specify:
- Basic Information: Title and description
- Value/Weight: Importance relative to activity completion
- Requirements: Whether the task needs deadlines, operators, or has costs
- Standard Parameters: Default settings for common task properties
Example Tasks
Common task templates might include:
- "Create individual and send invite" - for onboarding processes
- "Document verification" - for compliance checks
- "Visa application submission" - for immigration services
- "Tax registration" - for fiscal compliance