Tasks
A task is:
- part of a process set up by a project administrator using workflows.
- an activity assigned to a project member.
Consult the number of open tasks that are assigned to you
- Check Tasks in the toolbar.
- Consult the red counter.
The counter displays the number of open tasks.
You can consult your tasks in:
- The Tasks tool
- The Reports tool.Note: You need the appropriate rights.
It is also possible to access tasks from the document details window:
- Click the name of a file.
The document details window appears.
- Click the Workflows tab.
View active workflows and check if you are part of a task to be executed.
Click the Respond button to reply to the task assigned.
Note:- You can use the drop-down menu form the left side to consult the Active Automations, Completed Automations or Cancelled Automations (Workflow tasks).
- Click the View details button to have an overview of the workflow, where you can cancel the workflow or see its history.
Change your communication preferences in the profile settings
- Click on the profile icon/picture on the right side of the project bar.
A context menu pops up.
- Click Manage subscriptions.
- Enable Daily Task Overview if you want to receive a daily email about the open tasks in your projects.
- If applicable, adjust the time slot.
- Enable Workflow task notifications if you want to receive email notifications about workflow tasks.
- Click Save changes.
A pop up window informs you that the subscriptions are updated.