The Tasks worksheet allows a user to create tasks and assign them to other users. Notifications can be set up so that users are notified and reminded about outstanding tasks via email. Documents, characters and events can all be associated with a task. Documents can be assigned to tasks as well as different data records such as Characters and Chronology. Tasks can also be created and assigned from highlighted text within the document or transcripts viewer.
How to Create a Task:
- Click the +Add Task button, located at the top left of the table.
- In the dialog box that appears, fill out relevant information such as due date, assigned to, task status, etc.
- Use the Characters, Organizations, Chronology, and/or the Procedural Timetable tabs to link to, or create new worksheet information.
- Click Save.
- The new task will appear in the table and a notification email will be sent out to the assigned individual(s).
| Due Date | Due 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 Status | Status of the task. This can be customized by system admins. Default options include: 'Pending', 'Completed', 'In Progress', or 'Blocked'. |
| Task Description | Description 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 Type | The 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 Text | Relevant 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 Documents | Relevant documents associated with the task. Use +Add to select documents that are available within the project. Use Upload to upload an external document. |
| Collection | Relevant collection(s) associated with the task. |
| Task Notes | Any further notes to provide context or direction for task completion. |
How to Edit a Task:
- Click the task row.
- The Details panel will open in the righthand panel.
- Click the Details tab.
- Clicking anywhere in the form will make the information editable, as long as correct permissions are held.
- Other options for tasks, such as deleting, setting access, or locking records, can be accessed by selecting the task tic box and then clicking the Actions dropdown.
