Common Components Help

AEF Help

Creating a Sub-Route for a Task

A sub-route for a task is a route that the task assignee creates to help complete the task. For example, suppose a task requires that you approve a document, but you want other people's feedback before you enter your approval. You can create a sub-route to gather information from the other people and then complete your task. If needed, you can create multiple sub-routes for a task. A task cannot be completed until its sub-routes are complete.

If you have Create Route access, you can create one or more sub-routes for any task that you are assigned. The steps for creating a sub-route are very similar to the steps for creating a route, with the following exceptions:

• The sub-route creator can choose whether the sub-route is displayed to other people who have access to the parent route (the parent route creator, other members of the parent route, and Team Central Workspace Leads). The Sub-Route Visibility options are available on the last page of the Create Route wizard and on the Create Route page when not using the wizard.
• The due dates for tasks in sub-routes cannot be later than the due date for the parent route's task. When you start the sub-route, the system notifies you if any task due dates are later than the parent task's due date. Similarly, if a task assignee sets a due date that is later than the due date for the parent route's task, the system displays an error message.

The following exception is for Team Central:

• The scope for sub-routes is always the parent route's workspace, even if the parent route's scope is more limited. So even if the parent route's scope is a folder, the task assignee can add members and content from the entire workspace to a sub-route.

Also note these characteristics of sub-routes:

• If a task that has sub-routes is deleted, the sub-routes and all of its tasks are also deleted. People who have current tasks assigned are notified. A task might be deleted because the route owner deletes it or because another task of the same order was completed and the tasks were defined with the Any completion option.
• If you delegate a task for which you have created a sub-route, you remain the owner of the sub-route, not the delegate.

To create a sub-route for a task

1. Access the category list and Properties page for the task.
• If the task is active, the fastest way to access the task is to click My Desk>My Tasks from the global toolbar and then click the task Name.

Or

• For Team Central users, click the task Name from My Desk>Team>My View.

Or

• From the category list for the Team Central workspace the task belongs to, click Task and then click the task Name.
2. From the category list for the task, click Routes.
3. From the Routes page, click the appropriate link at the top of the page:

To fill in only basic information for sub-route and define tasks, members, and content separately, click Create New. For instructions, see Creating a Route: Basic Information Only.

To use the route wizard to enter all the information for the route, click Route Wizard. For instructions, see Creating a Route: All Route Information.