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Manage Task Adapters

Manage Task Adapters

Owned by Alex Xie
Last updated: Oct 07, 2022
2 min read

Navigate to the /onelist/admin URL then select the Adapters and then Task Adapters tab.

Configure the task adapter

  • Source System - select the source system for which the adapter integrates;

  • Adapter Type - select Task as adapter type;

  • Task Type - the task type must be unique amongst the same source system. This value must match the task type of the source adapter;

  • Category - a selection of the task category of the tasks produced by this adapter;

  • Approval Email Template - only applicable for email approval operations. Select the email template to override the template of the email approval channel;

  • Exclude Item From Count - if selected, the tasks produced by this adapter are excluded from the total task count;

  • Enable Most Recent View for Actioned Tasks - if selected, OneList will store the latest version of the task on top of the archived task at the time of action. 

  • Enable Requestor View - if selected, the requestor view of the task is generated and the requestor of the task can view them in their Outbox.

  • Use the Export and Import buttons to move the configuration between environments;

  • Use the Configuration button to launch the task configurator.

Use the configurator for task configuration