Create a myTask

You can create a collection of searches that can be run all at once (automatic), individually (manual), or in a combination of automatic and manual.

1. From the Administration module, point to myTasks, and select Create myTask.
2. Select a billgroup.
   Billgroup options are displayed in the drop-down list, if more than one billgroup is available.
3. Select a group.
   If you select Default or if Default is the only available group, then all of the users in the billgroup that you selected will have access to the myTask.
4. Click Continue.
5. Enter a unique myTask name.
   myTasks within a billgroup cannot share the same name.
6. Enter a description for the myTask.
7. Select the searches that will be part of the myTask.
8. Click Save & Continue.
9. To reorder the selected searches, select a search and click or to change the order in which the search results are displayed.
10. Toggle the switches to set the run mode to automatic or manual.
    Automatic searches are run simultaneously after you submit the myTask. Manual searches are run at your discretion. When the myTask includes both automatic and manual searches, the manual search forms are available after the automatic search results are returned. When the myTask includes all manual searches, the manual search forms are available after you submit the myTask.
11. Click Save & Continue.
12. For each search, enter optional instructions for the search form, the results list, and the reports and documents.
13. Click Publish, or click Save.

    If you click Save, then the myTask is saved and has a Work In Progress status, and you can test the myTask in the application before you publish it. See Test a myTask.