Configure Tasks

After you access the Government Source Selection Settings site, you can view the Tasks page. Tasks are the individual items within an approach. To add tasks to an approach template, you must create a library of tasks.

This page describes how to configure tasks needed to create your organization's approaches.

Task types in Source Selection Settings site

Tasks can be one of four types:

• Confirmation: This type of task requires a user to enter a date to confirm the task has been completed.

  

• Attach Document: This type of task requires a user to upload a specific document.

  

• Create Document from Template: This type of task requires a user to create a specific document from the provided document template.

  

• Review: This type of task requires a user to approve, reject, or request changes on a task.

  

View tasks in Source Selection Settings site

To view tasks:

1. Click Tasks on the navigation menu to navigate to the Tasks page.
2. Select Phases using the multi-select dropdown to filter the tasks per the selected phases.
3. Enter task keywords in the search bar and click SEARCH to filter the tasks list per the entered keywords.

Add tasks in Source Selection Settings site

If you only need to add a few tasks, you can add them one at a time.

To add a task:

1. Click Tasks on the navigation menu to navigate to the Tasks page.

2. Click +ADD TASK to navigate to the Add Task page.

   

3. Enter the Task Name.
4. Select a Task Phase using the dropdown.
5. Select an Assigned Group using the auto-suggest dropdown.
6. Select a Task Type using the dropdown. Choose from:
   • Attach Document: Prompts you to select Document Type using the dropdown.
   • Confirmation
   • Create Document from Template: Prompts you to select Document Type and Document Template using the dropdowns.
   • Review

7. Click ADD TASK to add the task.

   

Import tasks in Source Selection Settings site

If you need to add many tasks at once, you can import tasks from an Excel spreadsheet.

To import and add multiple tasks:

1. Click Tasks on the side navigation bar to navigate to the Tasks page.

2. Click IMPORT TASKS to navigate to the Import Tasks page.

   

3. Click the Sample Import Excel File link to download the AS GSS TMG Sample Task Import.xlsx spreadsheet file.

   

4. Fill in the following fields in the downloaded spreadsheet:
   1. Task Name: The display name for the task. There is a 50-character limit. Task names must be unique, or the task is not imported.
   2. Task Phase: The phase that the task must be grouped with. The valid values are any phase listed on the Phase page.
   3. Assigned Group: The group that is automatically assigned the task. The valid values are all business groups that exist in the GSS application. For example, Contracting Officer or Contract Specialist. See the Groups Reference Page for a list of the out-of-the-box groups.
   4. Task Type: The type of task. The valid values are:
      • Confirmation
      • Attach Document
      • Review
      • Create Document from Template
   5. Document Type: Only required if the task type is Document Upload or Create Document from Template. If the task type is different and a value is entered in this field, it the system ignores it. Out-of-the-box, the valid values are:
      • Vendor
      • Factor
      • Evaluator
      • Recommendation
      • Consensus
   6. Document Template: Only required if the task type is Create Document from Template. If the task type is different and a value is entered in this field, it is ignored. Out-of-the-box, the valid values are:
      • Exercise Option Letter Template
      • Consensus Template
      • Recommendation Template.

      

5. Click UPLOAD on the Import Tasks page to open the file picker.
6. Select the modified AS GSS TMG Sample Task Import.xlsx spreadsheet. A list of the columns from the spreadsheet is displayed.
7. Map the columns from the Excel spreadsheet to the task fields. If you use the template without modifying the column headers, these columns match up automatically.

8. Click NEXT.

   

   The task fields that you entered are displayed.

9. Verify all of the fields are correct and error-free.

10. Click ADD TASKS TO APPROACH to add the imported tasks to an approach or click ADD TASKS to add the tasks to the library of tasks.

    

The new task is now available in all new evaluations.

Edit tasks in Source Selection Settings site

To edit a task:

1. Click Tasks on the side navigation bar to navigate to the Tasks page.
2. Click a task to navigate to the Edit task page.
3. Edit the task fields.

   Note:  Task type is non-editable.

4. Click SAVE CHANGES to edit the task.

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