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Task Catalog Rules

Overview​

Task Catalog Rules lets you work with rules in the Tasks module’s Task Catalogs area. In this feature, you view and manage rule records that appear in the catalog-level Rules tab, including Creation Rules, Applicability Rules, and Configuration Rules.

How to access​

  1. In the Compass sidebar, go to Tasks.
  2. Click Task Catalogs.
  3. Open a task catalog.
  4. Click the Rules tab.

Note: Task Catalogs is capability-gated (permission required). The Rules tab is listed as disabled/under development: “Re-enable Rules tab once functionality is fully complete.”

Key features​

  • The catalog-level Rules tab is currently disabled/under development, so rule search, creation, linking, deletion, and view reset actions are not available.

Field descriptions​

Applicability Rules Table​

  • Actions: Rule actions available from the table.
  • Name: The rule name.
  • Apply to Project: The project the rule applies to.
  • Created By: The user who created the rule.
  • Created On: The date the rule was created.

Creation Rules Table​

  • Actions: Rule actions available from the table.
  • Name: The rule name.
  • Type: The rule type.
  • Created By: The user who created the rule.
  • Created On: The date the rule was created.

Configuration Rules Table​

  • Actions: Rule actions available from the table.
  • Name: The rule name.
  • Created By: The user who created the rule.
  • Created On: The date the rule was created.