Task-based rules

Task-based business rules are rules applied to tasks and task steps.

In WorldServer, the rules you create are displayed like actual sentences. For example, a task-based rule might look like this:

For all active tasks, if current task step is due in 1 day(s), email current task step events to Assignee(s) and Project Creator. Execute this rule on schedule Daily-early-am.

When you configure a task-based rule, you can choose between the following options:

Step	Options	Notes
Selector: What should this rule apply to?	All active tasks	All active tasks are tasks that are neither completed nor canceled. Therefore, project managers and assignees need to track them. You can create a rule to automatically check when tasks are almost due and notify the assignees accordingly.
Condition: What conditions should this rule check?	If current task step is due in a particular number of days If current task step is overdue by a particular number of days If task is due in a particular number of days If task is overdue by a particular number of days	You can specify whether the rule should take into consideration tasks that are due or tasks that are almost due. WorldServer uses the due date and time of the task step to determine when a task is due.
Action: What should this rule do?	Email current task step events to a particular user Email current task step events to project user(s) Email task events to a particular user Email task events to project user(s)	By using these actions, you can notify the appropriate users about the status of active tasks. For example, if you select Email current task step events to project user(s), you can notify one or more of the following users about task events or task step events: Claimant Assignee(s) Task Creator Project Creator
Exception: What exceptions should this rule check?	Except if current task step is due in a particular number of days Except if current task step is overdue by a particular number of days Except if task is due in a particular number of days Except if task is overdue by a particular number of days	You can use the same set of criteria used as conditions in the Condition step to exclude tasks or task steps instead of including them.
Execution: When should this rule be executed?	Manually only On a particular schedule	If you want the rule to be executed on a schedule, you also need to select a recurrence. Tip: If a manual rule takes a long time to be executed, it might exceed your session timeout. To avoid this situation, configure such rules to be executed in the background on a recurring schedule.