Admin Tasks › Choose Tabs for the Task › List Screens › Add a Task List

Add a Task List

A task list is a menu of tasks that you access from a list of objects, such as a list or search results screen. Task lists allow you to view and use all of the tasks that apply to an object without having to search for that object each time you use a new task. For example, you can configure Identity Manager to display a task menu for each role member listed on the Membership tab of the Modify Admin Role Members task. Administrators can use the task menus to manage role members without having to perform a new search for each role member.

To add a task list

1. Complete one of the following steps:
   • Select Modify Admin Task from Roles and Tasks, Admin Tasks. Search for and select the admin task to modify.
   • Select Create Admin Task from Roles and Tasks, Admin Tasks. Then, select Create a copy of an Admin Task and search for a task to copy.

   Identity Manager displays the tabs to configure for the task you selected.

2. Select the tab where you want to add the task list.

   Typically, this will be a tab that includes a search or list screen, such as the Membership tab.

3. Edit the list or search screen by clicking the ellipses (...) button.
4. Select the field that will include a task list from the list of fields that appear in search results.
5. Select Task in the Style field.
6. Click the right arrow icon to open a Field Properties section where you can configure the task list.
7. Complete the following fields as needed:
   • Default Task

     Specifies the task that opens when a user clicks a value in the field. When you configure a field to support task lists, and specify a default task, the field value appears in blue text, indicatating that it is a link.

     For example, if you configure the Last Name field to include a task list, an administrator can click a user's last name to open the default task.

   • Alternate Task

     Specifies the task that opens when a user clicks the field value and does not have privileges to use the default task.

   • Enable popup task menu

     Displays a right arrow icon next to the field. Users click the icon to view the list of tasks they can perform on that object in that field.

     When you select this checkbox, the following options appear:

     • Include all tasks that the administrator can perform on the object
     • Include all tasks that the administrator can perform on the object unless hidden in menus
     • Include only the specified tasks

       Displays only tasks that you select in the Task field.

       Note: Users will not see a specified task if they do not have privileges to use it.

     • Exclude the specified tasks

       Displays all of the tasks that an administrator can perform on the object except tasks listed in the Task field.

     • Task

       Specifies the tasks that appear or do not appear in a task list, depending on whether the Include Only Specified Tasks or Exclude the Specified Tasks checkbox is selected.

   • Nest Task

     When checked, specifies that Identity Manager should open the task as a nested task. When a user completes the nested task, he is returned to the original task.

     If this option is not selected, the new task replaces the original task.

8. Click OK.