Published at: 2026-09-17
03-configure-stage-tasks.md
Configure business tasks that users handle under a Stage.
Overview
Stage tasks control the specific work that must be Completed in each Stage. You can Configure the Task Type, Handler, stay duration, timeout Reminder, Entry Conditions, and completion conditions.
Key capabilities
Stage tasks split Stage Advancement into executable business items. You can Add tasks under a standard Stage and Configure task details, Entry Conditions, and completion conditions for each task.
- Support multiple Task Type options: Configure Edit Object, create Related Object, Batch Edit Detail Object, operate Object, or Empty task. Different Task Type options apply to Field completion, Documents creation, Batch maintenance, Object Operation, or offline confirmation.
- Support Edit Object tasks: Specify the Object to Edit, such as Opportunity, and Configure the Content users fill in when entering the task. The Content can be none, a Custom Form, or a process layout. You can also set Handler buttons, Field editing page buttons, and Completed button names.
- Support create Related Object tasks: Require the Handler to create or Associate another business Object in the Stage task. This suits adding project analysis meetings, Quote reviews, Contract records, or other Related Object records during Opportunity advancement.
- Support Empty tasks: No online Edit or data creation is required. Empty tasks record whether offline items are Completed, such as Phone confirmation, document filing, or Internal reviews.
- Support Task Handler settings: The Handler can be process-related Personnel, Role, or variables, and can also be dynamically determined by APL code. Common configurations assign the task to the data Owner or the user who creates the Object.
- Support task duration and timeout Reminder: Set no time limit or a specific number of Hour(s) before timeout. After timeout, reminders can prompt the Handler to complete the task.
- Support task Entry Conditions: In Entry Conditions, Configure tasks to generate only after conditions are met. Condition Type supports fields or APL code, which suits tasks that generate only in a specific Business Status.
- Support task completion conditions: In Completion conditions, Configure the conditions required before the task can be Completed. Condition Type supports fields or APL code. You can also set a Custom Notice when conditions are not met.
- Support linkage with Stage completion conditions: Tasks selected as required in a Stage must be Completed before users can move to the next Stage, which prevents key work from being Skipped.
Before you begin
- The Pipeline has been created.
- The Stage list is confirmed.
- You have identified the required tasks for each Stage.
- You have confirmed the Task Handler.
Configure Stage tasks
Stage tasks can be configured only under standard stages. You cannot set tasks under terminal stages.
| Task Type | Description |
|---|---|
| Edit Object | Edit Related Object fields and reference a layout |
| Create Related Object | Create or select a Related Object, and restrict the selectable Data Range |
| Batch Edit Detail Object | Batch Edit Detail Object records |
| Operate Object | Perform an Operation on a Related Object |
| Empty task | No online Operation is required. It records only task completion Status |
Configure an Edit Object task
An Edit Object task lets the Handler Edit fields of the Object related to the Current Stage.
- In Task Type, select Edit Object.
- In Which Object to Edit, select the Related Object.
- In Which fields to Edit, Configure editable fields.
- Reference a layout if you need to reuse a page structure.
- Set the Handler button Name.
- Set the Field editing page button Name.
Configure a create Related Object task
A create Related Object task lets the Handler select existing data or create related data.
- In Task Type, select Create Related Object.
- In Which Object to select or create, select the Related Object.
- If users can create only new data, Enable Only allow New data and do not allow associating existing data.
- Set the button Name.
- Configure the selectable Data Range.
The selectable Data Range restricts which related data the Handler can select. It suits controls based on Account, Department, or Business Status.
Configure a Batch Edit Detail Object task
A Batch Edit Detail Object task lets the Handler maintain multiple Detail Object records under the Master Object.
- In Task Type, select Batch Edit Detail Object.
- In Which Object to Edit, select the Detail Object.
- Set the Handler button Name.
- Set the Field editing button Name.
Configure an operate Object task
An operate Object task lets the Handler perform a specified Operation on a Related Object.
- In Task Type, select Operate Object.
- In Which Object to operate, select the Related Object.
- Configure the Handler and task rules.
Configure an Empty task
An Empty task does not require the Handler to Edit or create data online. It suits offline confirmation, Phone communication, document filing, and other scenarios that only need a Completed Status record.
Configure task details
| Configuration item | Description |
|---|---|
| Task Name | Custom task Name |
| Task Description | Helps the Handler understand the task |
| Who handles this business | Supports Personnel, Role, variables, and APL code |
| Task duration | The Unit is Hour(s). The Numerical Value must be a positive integer |
| Timeout Reminder | Supports CRM Reminder, SMS Reminder, and email Reminder |
The Handler can be Personnel, Role, or variables, and can also be dynamically resolved by APL code. For complex assignment scenarios, Configure a fallback Handler to avoid tasks with no Handler after generation.
Configure task Entry Conditions
Task Entry Conditions determine whether a task is generated. They Support current Object fields, Lookup Object fields, Owner primary Department, Personnel, Personnel attributes, and APL code.
Task Entry Conditions suit scenarios where a task generates only when stage data meets specific conditions. For example, generate a legal confirmation task only when Account Level is Important.
Configure task completion conditions
Task completion conditions determine whether a task can be Completed. They Support current Object fields, Lookup Object fields, Owner primary Department, Personnel, Personnel attributes, and APL code.
Task completion conditions suit scenarios that force the Handler to complete key fields, create related data, or meet validation rules before task completion.
Expected result and validation
- Use a test record to enter the target Stage.
- Check whether Stage tasks generate according to Entry Conditions and whether the settings take Effect.
- Try to complete a task.
- Check whether task completion conditions take Effect.
- Check whether the Stage can enter the next Stage.