“Smart Task” is the term used to describe an automated sequence of tasks that a user would have previously performed manually. A Smart Task may consist of one step or many steps, possibly taking place over some extended period of time. For example, after creating a new opportunity whose value is greater than $10,000, an Act! user may follow a sequence such as:
For detailed information about feature behavior, see the Act! online Help table of contents.
Act! ships with a selection of pre-defined, general-use Smart Tasks. The real benefit of Smart Tasks, however, is the ability for users to create Smart Tasks with customized settings and steps that match their individualized needs. Additionally, the ability for third parties to create custom steps that users can incorporate into their Smart Tasks using the Smart Tasks Designer allows users to automate even more of their work. Since the Smart Tasks SDK is built on top of Microsoft's Windows Workflow Foundation for .NET 3.5, third party developers can build these customized steps by leveraging standard MSDN documentation and their existing knowledge of the Act! SDK, plugins, and components.
For detailed information on creating custom Smart Task steps, please review the Act! SDK, and the Smart Task SDK sample posted on ACT! Developer Network at http://community.act.com.
Through the SDK, you can perform the following workflow tasks: