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A Task Template must be created for assigning a task. Please contact helpdesk@valpo.edu for for assistance with creating a Task Template. I |
- Open the document in workflow that needs to have a task assigned to another user.
- Be sure that the user who needs to assign has the Task icon enabled on their toolbar
- From the main menu, select 'View', then Toolbars, and be sure the checkmark next to Tasks is checked
- Right click the task icon , select the template you want to assign
- With the document open, right click the 'clipboard' icon (red ribbon = signature, green check = document deficiency) to see the task templates available for use
- Select the appropriate Task Template
- If you are unsure of which task template to use, please ask via Help Desk or to the EP&P team. Some templates have specialized scripting.
- 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.
- If you want tasks assigned in a sequence, select 'Set series as a hierarchy', and click the + sign next to Level 1 to add additional levels.
- You will add a User or Group at each level to indicate the sequence the tasks should be completed.
- 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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