Many of the task assignments in Perceptive Content are generated via scripting, but it is also possible to manually assign a task to another user or group of users.
Step-by-Step Guide
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A Task Template must be created for assigning a task. If one does not exist, please contact helpdesk@valpo.edu for assistance with creating a Task Template. |
Step-by-Step Guide
1.Open In Workflow, open the document in workflow that needs to have a task assigned to another user.
2.Click on the task icon
3.Select Document Deficiency for Task Type
4.Select the appropriate Task Template (e.g. OGE Review Needed for Task Template)
5.Add either an individual user or a group to assign the task in the Users or group area.
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8.Due Date: will default based on the template setting, but you may select another date
9.Instructions or Comments may be added in the Instructions/Comments sections
10.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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