The Task worksheet allows tasks to be created and assigned to users. Users are then notified of tasks via email and reminders can be set up through Notifications. Documents can be assigned to tasks as well as different data records such as Characters and Chronology.
Functionality and Benefits
- Assign tasks in the tasks worksheet
- See all your tasks and status in dashboards
- Add tasks from within documents page and worksheets such as Chronology and Characters worksheets.
- Get notifications on tasks being assigned to you and notification reminders.
How to Create and Edit a Task:
A new Task can be created by clicking the +Add Task button. A new dialogue box will appear and the form can be filled out as desired. Once saved, the new task will appear in the table and an email will be sent out to the assigned individual(s).
A task can be edited by clicking the task row, and then clicking anywhere in the Details form. A task can also be be deleted by selecting the tick box, then clicking the Actions dropdown, and choosing Delete. There are also other options within the Actions dropdown that can be used such as setting access or locking the records.
