Brief Introduction
Tasks allow you to assign actions to a message, document, email, and/or forms to manage your workflow. You can assign a task to an individual, a team, or to yourself.
Role
This article is relevant for task admins of the organization.
Instructions
Create Task in Settings
To create a task, go to Settings and click Task Management.
Click New task.
Enter the Display Name.
Fill in the Full Name.
Select the Allowed Task Assigner.
Select the Allowed Task Assignee.
Choose the users who can fulfill the task under Restrict Task Fulfillment To.
Choose the users who can edit the task under Restrict Editing To.
Select the users who can cancel the task under Restrict Cancellation To.
Enable or disable Allow Task Fulfillment via Email. This is optional.
Select the items where a task can be assigned to. Default selected items are Main Documents, Supporting Files, and Chats.
Add a Default Message. This is optional.
Show or hide Due Date. This is optional.
Add Responses. A response can be positive or negative. A minimum of one response is required.
Enable or disable Require Document/ Agreement Upload. This is optional.
Enable or disable Add Message. This is optional.
To proceed, click the Create button.
Common issues
Duplicate Name
An error will be shown if the task admin enters a duplicate display name and/ or full name. To solve this, the task admin needs to enter a unique display name and/ or full name.
Max Name Character reached
An error will be shown if the display name exceeds the maximum character limit. To solve this, enter a display name not exceeding 15 characters.