Other Task Features

Attachments

Documents routed with the task can be seen as 'Attachments' to the task. You can perform following operation with attached documents.

Tasks with Attachments

Open

Double click or right click and select Open to open the attached documents in its associated application (ex:Microsoft Word, PowerPoint, Excel, Acrobat Reader, etc.) for viewing.

Check Out

Right click and select Check Out to open the attached documents for editing.

Check In

Changes can be saved in the attached document by right clicking on the document and selecting Check In.

Request Check In

If the file is checked out by other user, you can send the request to that user by right clicking on the file and selecting Request Check In option, This will pop up Request Check In dialog box, where you can write the request. This will create a task for the user who has currently checked out the file.

Notes

To view notes associated with a task, simply click on the icon. The 'Task Notes' window will appear for that particular task.

Note:

•	A bright yellow note icon indicates a new note or new information added to an earlier note. A grey icon indicates that the note has already been viewed and there is no new information added to it since last viewed.

The 'Task Notes' dialog box will display the details of the communication between the assignor and assignee of the task.

Task In - Notes

Task notification

When a new task or a new note is assigned, the assignee of that task is notified by a pop up icon in the system tray.

Clicking on the icon will open the respective 'Task In / Task Out' window.

Note:

•	If you do not want to be notified for any new task or note in the system tray, set the appropriate option in Options >> Tasks in Tools menu.