Assign task, approval, or review
The user assigns a Task, Approval, or Review job for a file from the Tasks tab of the details panel; they select the person and an optional due date. Details: team collaboration.
- User
How to assign tasks, approvals or reviews?
From the Tasks tab of the details panel, the user assigns a Task, Approval, or Review type job to a file; selecting the person and optional due date. Who can do this: User. The assigned person sees the task on their Tasks screen. Click the file and open the Tasks tab. Enter the task in the box.
Steps
Click on the file and open the Tasks tab.
Write the task in the What to do? box 1.
Select Task, Approval, or Review from Task Type 2.
Select the person from the To? field, choose 3 for Due date if desired, and send.
- 1Task title
- 2Task, Approval, or Review
- 3Optional due date
| Type | What it provides |
|---|---|
| Task | Open → Completed or Cancelled |
| Approve | Send for Approval → Approved or Rejected |
| Review | Send for Review → Reviewed |
"Result Appears on the assigned person’s Tasks screen.