Ad-Hoc Tasks

Add Task Icon Ad-Hoc Tasks can be created using the 'Create new task' button on the Actions menu.

Ad-Hoc Tasks can be created by users as they navigate the Therefore™ Repository. Tasks can be created while browsing cases, categories or viewing documents. Creating a task will open the 'New Task' dialog window:

Image showing the New Task dialog with fields filled in

For more details on each of the fields, please visit the Ad-Hoc Tasks reference page:

Ad-Hoc Tasks

While filling out the details, clicking the plus (+) on the Assigned Users field, will open up the 'Users and Groups' dialog.

Image showing the Assign users and groups dialog with a group selected

Here you can select which users or groups are meant to be assigned to the task. Selecting different domains, and object types, will display different results on the list. Furthermore you may use the search field to further narrow down the contents of the list.

By pressing the plus (+) sign next to each user or group, they will be added to the list of Assigned Users to the task. Finally, you may press 'Assign' to finish assigning users, or 'Back' to return to the previous window.

Once the Task details have been set, you may press 'Create new task' to complete this.

Info Icon

Note:

  • The person assigned to the task will be able to process this task in their task inbox. They can find this by navigating to their Workflows and Tasks page: Workflows and Tasks Icon

  • Alternatively, they may find the task in their e-mail inbox, in case the 'Send a notification e-mail to assigned users' field was ticked.

  • Users may also find tasks assigned to them and process them with the Therefore™ Navigator.