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- Open the document in workflow that needs to have a task assigned to another user.
- With the document open, right click the 'clipboard' icon to see the task templates available for use
- Select the appropriate Task Template
- Add either an individual user or a group to assign the task on the Assignment tab
- You can select whether EACH group member needs to complete the task or ANY group member can complete.
- The due date will default based on the template setting, but you may select another date.
- Instructions or Comments may be added on the Options tab
- Click OK to assign the task. The assigned person(s) will be sent an email with a link to the document to complete their review.
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| Some task templates have broader implications for workflow (the Approval Task in Registrar queue, for example). If you are uncertain of which template to use, please reach out to helpdesk@valpo.edu for support and assistance. |
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