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Procedural Timetable and Tasks
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- Tasks
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  - Creating a Task from Document Text

Creating a Task from Document Text

Modified on: Mon, 4 Nov, 2024 at 6:12 PM

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

To create a Task within the document viewer using highlighted text, open up a document or transcript in the viewer. Click and drag the mouse over the desired passage of text to prompt the annotation box. Click on the kebab (3-dot) icon and select Create Task.

The Add Task dialogue box will appear. Fill in the information as necessary and select the individual(s) the task will be assigned to. Then click Save.

The text will remain highlighted in the color associated with the Task Type. The Task will appear in the right-hand column of the viewer, as well as in the Tasks worksheet.