How to create a task
Key point: Create a task.

Prerequisites

User must have a role of reviewer or higher.

Create a task on a document

When viewing a document:

  1. Click the icon in the right sidebar to open the documents tasks panel.
  2. Click the Create Task button to open the Create task dialog. Follow steps 1–2.

Create a task on a fragment (review mode only)

When viewing a document in document review mode:

  1. Click the icon on the right of a fragment.
  2. Click the icon to open the create task dialog and follow steps 1–2.

Create a task on a group

When viewing the group home , discussions page, tasks page or the documents page:

  1. Click the plus button on the far right of the document toolbar.
  2. Click the Create task option in the drop-down to open the create task dialog and follow steps 1–2.

Create task dialog

  1. In the create task dialog, enter:
    1. Title – required, a title for the task.
    2. Comment – required, details about the task.
    3. Select from the drop-down for each of:
      1. Status
      2. Priority
      3. Assignee
    4. Due date – when completion of the task is required – click in the field then click a date on the calendar.
    5. Label – click a label to apply it to the task, or create a new label by clicking the icon.
    6. Attachments – add by clicking the Attach files button.
    7. Message settings – The default notification for a task is minimal. You can change the message settings by clicking  the icons on the right.
    8. Accessible to – if document is a shared document, click change to select from the available groups to share the task with.
  2. Click the Create button to create the task.