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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a planned task

Planned Tasks are created on planned task child tables.

Before you begin

Role required: admin.

About this task

Clicking the New button on the Planned Task record list launches the Planned Task Interceptor, which prompts the user to select a child table to create the planned task on:

Image omitted: PTaskInterceptor.png
Planned Task Interceptor

To modify the planned task interceptor:

Procedure

  1. Navigate to All > System Definition > Interceptors (this module may need to be activated).

  2. Select the Planned Task Interceptor.

  3. Modify the Related List as desired.

    The Related List Answers specifies what choices are presented, and where the user is redirected to once they select the choice.

Image omitted: PTaskInterceptor2.png
Related List form

Parent Topic:Extending the Task table with Planned tasks