{"id":"tasks.lifecycle","app":"tasks","title":"Task codes and reservation-change policies","summary":"Control how automated work follows moved dates, units, cancellations and manual edits.","url":"https://www.simultem-apps.com/wiki/tasks#lifecycle","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.lifecycle","resourceUri":"wiki://tasks/lifecycle","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["Task settings","Reservation changes","lifecycle","manual overrides","pause"],"sections":[{"title":"Review behavior before enabling","steps":["Open Task settings and review Task codes and Reservation changes.","Use stable codes to connect rules, standard task behavior and reporting.","Review due-date policies and the offered arrival/departure references, offsets and linked-maintenance behavior.","Configure how changes to a reservation reconcile its tasks and how manual task edits are preserved.","Use the saved automation pause/control state when background processing should stop and verify the saved banner."],"notes":["Enabling a task behavior policy does not itself enable an automation. Review both the rule and the account behavior settings."]}],"text":"# Tasks: Task codes and reservation-change policies\n\nControl how automated work follows moved dates, units, cancellations and manual edits.\n\n## Review behavior before enabling\n\n1. Open Task settings and review Task codes and Reservation changes.\n\n2. Use stable codes to connect rules, standard task behavior and reporting.\n\n3. Review due-date policies and the offered arrival/departure references, offsets and linked-maintenance behavior.\n\n4. Configure how changes to a reservation reconcile its tasks and how manual task edits are preserved.\n\n5. Use the saved automation pause/control state when background processing should stop and verify the saved banner.\n\nNote: Enabling a task behavior policy does not itself enable an automation. Review both the rule and the account behavior settings.","related":[{"id":"tasks.automations","app":"tasks","title":"Build event-driven and recurring task automations","summary":"Configure trigger, conditions, task fields, due date and execution timing together.","url":"https://www.simultem-apps.com/wiki/tasks#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.automations","resourceUri":"wiki://tasks/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.service-and-invoice-policies","app":"tasks","title":"Booked-service and extension-invoice task policies","summary":"Reconcile tasks with booked services or create extension follow-up work.","url":"https://www.simultem-apps.com/wiki/tasks#service-and-invoice-policies","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.service-and-invoice-policies","resourceUri":"wiki://tasks/service-and-invoice-policies","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.resources-and-recovery","app":"tasks","title":"Unit information, supplies, recovery and exceptions","summary":"Configure operational reference data and special handling rules.","url":"https://www.simultem-apps.com/wiki/tasks#resources-and-recovery","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.resources-and-recovery","resourceUri":"wiki://tasks/resources-and-recovery","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}