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Viewing pane

in-tray-viewing-pane

Number1 Task options

task-options

due-date Due Date

Shows when the task is due.

manage-projects Manage Projects

Allows you to apply coloured tags to define your tasks.

For more information refer to projects.

priority Change Priority

Allows you to assign priority to the active task - Low, Normal, High, or Urgent.

priority-flag

postpone Postpone this Task

Allows you to change the due date for the active task. This option is only available if the task assigner has selected 'Change Due Date' when assigning the task.

For more information refer to postpone task

refresh Refresh Task Information

Refresh the active Task.

create-associated-task Create Associated Task

For more information refer to create associated tasks.

reassign-task Reassign Task

Reassign the Task to a new User.

For more information refer to reassign task.

add-document-comment Add Document Comment

Add a comment to the Document (not a task comment).

view-workflow View Workflow

Opens task and workflow window from the document properties screen to identify:

  • All Tasks and workflows on the Document.
  • Current workflow - shows active workflow
  • Workflow history - shows completed workflow.
  • Current tasks - shows active tasks.
  • Task history - shows completed Tasks.

manage-task-menu Manage Task menu

For further information refer to Manage Task Menu.

Number2 Task Instruction and Project Tag

Displays the task instruction and project tag, if created.

For further information refer to Projects.

Number3 Document Information

Displays the name of the document, the folder path where the document resides, the document numbers, who it was registered by and on what date, The Document Type, Correspondent Name, and the document description.

To edit the document description:

  • Click the document description.
  • Enter the new description.
  • Click the tick to save.

Number4 Requirements

Displays the tasks requirements. These items must be completed for the 'Complete Task' button to display (labelled 5).

For more information refer to completing tasks.

Number5 Complete Task button

Only displays if all requirements have been met.

For more information refer to complete tasks.

Number6 and Number9 Task Comments

Displays the task comments entered.

To add a task comment

  • Enter details in the box provided.
  • Click Set Comment to add.

The comment will display under 'Task Comments'.

Number7 Document Comments

Displays the document comments entered.

To add/create document comments:

  • click add-document-comments at the top of screen.

Number8 Workflow Details

Displays what the Step Number (of where the task resides) and the name of the workflow.

To view the workflow details

  • Click the workflow name (in blue text).