What you need to know
A task's departments are the departments that do it. Each department's numbers count the task, so a task of one template can count for Sales and another for Closing. A task can have more than one department, and then it counts for each. A task with none counts for its template's department. You set them on the template's Tasks page. They belong to the task in every version of its template, so you can set them on a published version, and the change reaches work that is running now and work that is finished. You need to be a company administrator.
Before you start
- The department must exist. A company administrator adds one with New department: see Create a department. A department that is switched off can still be picked; the list shows (inactive) after its name.
- Choose the version to open. Any version shows the same departments on the same task.
What to do
- On Workflow Templates, select the template's row.
- In Versions, open a version, and select Tasks in the left menu.
- On the task's row, select Departments and pick a department from the list. Pick again to add more. To take a department off, select the x on it, or pick it again.
Confirm it worked
The departments show on the task's row, and each change saves at once. Open another version of the template: the same task shows the same departments. When you take the last one off, the row names the template's department, followed by “(the template's department)”.
Good to know
When you revise the template, the new draft keeps the departments of its tasks. A copy to a new template starts with none: its tasks count for the new template's department until you set them.If it did not work
- Departments is grayed out: only a company administrator sets a task's departments. See Who can see and do what.
- A message says “A department you picked does not exist. Reload the page and pick again.” The list on your screen is out of date: reload the page.