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
Task Template is needed
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.
1.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 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.
6.For Location, select Page with an annotation
7.Start Date: will auto fill with today's date
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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