Ad-Hoc Tasks

Selecting 'Create new task' from a document actions menu opens up the 'New Task' dialog.

Subject:

Name the Subject of the Task.

Task mode:

Sets the type of processing this task will be set under. 'Complete', 'Complete/Decline', 'Approve/Reject' and 'Yes/No'.

Start date:

Provide a due date for the task to begin.

Due date:

Provide a due date for the task to end.

Assigned Users

Assign the task to a User or a Group by pressing the + sign. Opens 'Users and Groups' dialog box.

Instructions:

Provide instructions or messages to other users or groups along the process.

Assign to 'Users and Groups' dialog:

Domain:

Select the Domain - this refers to your organization's Therefore™ Server.

Object Type:

Select between: User, Groups, User and Groups.

Search:

Input field for the display name search criteria, or wild-card search.

Navigate the list of users and groups displayed and select who the task will be delegated to.

Assigned Users:

User or Group the task will be delegated to.