Task (Practifi)

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An item of work related to another record, such as a client, service, person, asset or liability, policy or interaction. Tasks can be standalone, or may form part of a process.

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the task.

Owner

Owner

Lookup (User, Queue)

Associates the task with a user or group (queue) of users. Defaults to the logged in user for standalone tasks. The default owner is pre-defined for process steps.

Subject

Name

Text (80)

Name of the task.

 

Custom Field Label & API Name

Type

Description

Actual Cost

cloupra__Actual_Cost__c

Formula (Currency)

The actual cost of work on the task, calculated by multiplying Actual Effort by Cost Rate.

Actual Effort

cloupra__Actual_Effort__c

Formula (Number)

The actual effort expended on the task as a decimal value, based on the picklist values selected for days, hours and minutes, as well as the standard work hours in a day.

Actual Effort (Days)

cloupra__Actual_Effort_Days__c

Picklist

The actual number of days expended on the task.

Actual Effort (Hours)

cloupra__Actual_Effort_Hours__c

Picklist

The actual number of hours expended on the task.

Actual Effort (Minutes)

cloupra__Actual_Effort_Minutes__c

Picklist

The actual number of minutes expended on the task. 

 

Applied Process

cloupra__Applied_Process__c

Lookup (Applied Process)

The process to which the task relates.

Batch

cloupra__Batch__c

Lookup (Batch)

Batch record used to insert or update the task.

Completed Date

cloupra__Completed_Date__c

Date

The date on which the task was completed.

Completed Datetime

cloupra__Completed_Datetime__c

Date/Time

Date/Time when the task ends.

Cost Rate

cloupra__Cost_Rate__c

Currency (4,2)

The cost rate for the assigned team member (owner), copied automatically from the assigned team member.

Days Overdue

cloupra__Days_Overdue__c

Formula (Number)

The number of elapsed days since the due date of the task.

Default Due Date

cloupra__Default_Due_Date__c

Formula (Date)

Adds the due date interval to the day of the process launch and optionally

delays it to Monday if it falls on a weekend.

Description

cloupra__Rich_Description__c

Rich Text Area (131072)

Description of the task.

Due Date

cloupra__Due_Date__c

Date

The date on which the task is due for completion.

Due Date Variance

cloupra__Due_Date_Variance__c

Formula (Number)

If the task is not yet completed, this is the number of days between due date and today. If completed, this is the number of days between due date and completed date.

Duration

cloupra__Duration__c

Formula (Number)

The elapsed duration of the task. If the task is not yet completed, duration is the number of days between started date and today. If completed, duration is the number of days between started date and completed date.

Estimated Cost

cloupra__Estimated_Cost__c

Formula (Currency)

The estimated cost of work on the task, calculated by multiplying Estimated Effort by Cost Rate.

Estimated Effort

cloupra__Estimated_Effort__c

Formula (Number)

The estimated effort expended on the task as a decimal value, 
based on the picklist values selected for days, hours and minutes, as well as the standard work hours in a day.

Estimated Effort (Days)

cloupra__Estimated_Effort_Days__c

Picklist

The estimated number of days expended on the task.

Estimated Effort (Hours)

cloupra__Estimated_Effort_Hours__c

Picklist

The estimated number of hours expended on the task.

Estimated Effort (Minutes)

cloupra__Estimated_Effort_Minutes__c

Picklist

The estimated number of minutes expended on the task.

External Id

cloupra__External_Id__c

Text (25) (External ID, Unique, Case Insensitive)

A unique identifier for the task from an external system.

Interaction

cloupra__Interaction__c

Lookup (Interaction)

The interaction to which the task relates.

Organisation

cloupra__Organisation__c

Lookup (Account)

The organisation to which the task relates.

Organisation Orgn Type

cloupra__Organisation_Orgn_Type__c

Formula

The Organisation type of the Entity to which the task relates.

Outcome

cloupra__Outcome__c

Lookup (Category)

The outcome of the task, e.g. pass, fail, acceptable, proceeding, etc.

Person

cloupra__Person__c

Lookup (Contact)

The person to whom the task relates.

Policy

cloupra__Policy__c

Lookup (Policy)

The policy to which the task relates.

Portfolio Holding

cloupra__Portfolio_Holding__c

Lookup (Portfolio Holding)

The asset or liability to which the task relates.

Primary Division

cloupra__Primary_Division__c

Lookup (Account)

Record Owner’s Primary Division.

Priority

cloupra__Priority__c

Lookup (Category)

The priority of the task, e.g. low, normal, high, etc.

Process Step

cloupra__Process_Step__c

Lookup (Process Step)

The process step from which the task was generated.

Provider

cloupra__Provider__c

Lookup (Account)

The provider to which the task relates.

Related Activity Id

cloupra__Related_Activity_Id__c

Text (18) (External ID)

Where the task is created automatically from an Activity, the id of that Activity.

Related Client

cloupra__Related_Client__c

Lookup (Account)

The client to whom the task relates, either directly or via another record.

Related Employer

cloupra__Related_Employer__c

Lookup       (Account)

The Related Employer to which the task relates.

Related Person

cloupra__Related_Person__c

Lookup (Contact)

The person to whom the task relates, either directly or via another record.

Related Provider

cloupra__Related_Provider__c

Lookup       (Account)

The Related Provider to which the task relates.

Related Service

cloupra__Related_Service__c

Lookup (Service)

The service to which the task relates, either directly or via another record.

Service

cloupra__Service__c

Lookup (Service)

The service to which the instalment directly relates.

Stage

cloupra__Stage__c

Lookup (Category)

The current stage of the task, e.g. pending, not started, in progress, etc.

Started Date

cloupra__Started_Date__c

Date

The date on which the task commenced.

Started Datetime

cloupra__Started_Datetime__c

Date/Time

Date/Time when the task starts.

Task Group

cloupra__Task_Group__c

Lookup (Category)

The group of the task, used to present a selection of task templates upon which the task can be based.

Type

cloupra__Type__c

Lookup (Category)

The type of task.

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