Tasks can be created within the document or transcript viewer and assigned to users. Users are then notified of the tasks via email and reminders can be set up through Notifications.

  1. Open up a document or transcript in the viewer.
  2. Click and drag the mouse over the desired passage of text and release the mouse button to prompt the annotation box. 
  3. Click on the 3-dot icon.
  4. Select Create Task.
  5. In the dialog box that appears, fill out relevant information such as due date, assigned to, task status, etc.
  6. Use the Characters, Organizations, Chronology, and/or the Procedural Timetable tabs to link to, or create new, worksheet information.
  7. Click Save.
  8. The new task will appear in the column on the righthand side, as well as the table in the Tasks worksheet.
  9. A notification email will be sent out to the assigned individual(s).


Due DateDue date associated with the task. This can be customized by system admins. Default options include: 'On/At', 'Before', or 'After'.
Assign To
The individual(s) expected to complete the task.
Task StatusStatus of the task. This can be customized by system admins. Default options include: 'Pending', 'Completed', 'In Progress', or 'Blocked'.
Task DescriptionDescription of what the task is and expectations for those assigned (i.e. research X amount of document pages by due date). Limit of 500 characters.
Task TypeThe type of task that needs completed. This can be customized by system admins. Default options include: 'Draft', Filing Deadline', 'Meet and Confer', 'Research', or 'Review'.
Highlighted TextRelevant passage of text associated with the task. Click the Edit icon to edit the annotation position. Click the double arrow icon to select a document a highlight a passage of text.
Supporting DocumentsRelevant documents associated with the task. Use +Add to select documents that are available within the project. Use Upload to upload an external document.
CollectionRelevant collection(s) associated with the task.
Task NotesAny further notes to provide context or direction for task completion.