Tasks Module

Tasks can be created, linked to Documents and assigned to a User.

Quick Reference Guide REF: Tasks
Online Help REF: Topics- Tasks, Departments; Article - Unowned Tasks

Create a New Task

  1. From My Work in the left side Workspace menu select New Task.
  2. Note that the Organisation Tasks page opens behind the New Task panel.
  3. Complete the New Task Details (working from the top and working left to right).
    Select the Task Owner and Assign the Task to yourself.
  4. Click Next and on pane 2 Add a reference Document.
  5. Save the new Task.
  6. Note that the new Task is added to the Organisation Tasks page.

Task Notifications

  1. Select Notifications (bell icon) from the main top menu to view your Notifications panel.
  2. Note new notifications are listed under the default setting Unread or click View All to see all your Notifications which can be filtered by Task or Entity notifications. Entity notifications are generally only received by a File’s Primary or Secondary contact. Unread Notifications or View All to see all your Notifications.
  3. Note clicking x on an unread notification, marks and moves the notification to the Read list, Click the pin to pin a notification which is then available under Pinned.

Open Task

To open a Task assigned to you, click on the Task Title from

  • From the top bar select the Notifications button - expand the Task and click on the Task name
  • Homepage - 'My Active Tasks' list
  • 'The Recents list in the Left Menu .
  • Select 'View All' to open the Organisation Tasks page, search for and locate the Task and click on the Task Title to open the Task.

Add Progress Comments

  1. Open the Task and note that in the bottom half of the panel there are 3 panes – Details, History and Document.
  2. In the Details pane add a comment in the Progress field. Note this field can be enlarged by dragging the diagonal bars.
  3. Click Save.
  4. Click on the History pane to view the comment.
  5. Click on the Document pane to view the Related Document/s.
  6. Click Finish to save and close the Task

Edit a Task

  1. Note that only the Task Creator or Owner has editing or delete permissions.
  2. Open the Organisation Tasks page and locate the Task.
  3. On the right of the Task select Edit and edit a detail or go to the Documents page and add another Related Document. - Note that changes cannot be made to the Department, File, Created By or Assignee.
  4. Save Edits.

Delete a Task

  1. Note that only the Task Creator or Owner has Delete permissions.
  2. Open the Organisation Tasks page and locate the Task.
  3. On the right of the Task select Delete and confirm.

Unowned Tasks

Reference: Departments

Unowned Tasks are managed within the Department record.

NOTE: Requires a separate (test) User to be the Task Owner and then deactivated in the Organisation’s Users. It is not recommended to deactivate an existing user as the whole onboarding process will be required to reactivate the user.

If there are Unowned Tasks within a Department please refer to the Department Help Topic

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