Manually Assign a Task in Perceptive Web Client

Owned by Shelby Topping
Last updated: Dec 22, 2022

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.

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.

Step-by-Step Guide

1.In Workflow, open the document 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)

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.


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.