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Document Tasks

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Viewing tasks assigned to routed document

 

You can see the Task In, Task Out and Personal tasks related to the document in Document Tasks panel on the right panel of Docsvault Explorer.

 

If this window is closed you can reopen it from the View menu, point to Right Panel and then click on Document Tasks.
Select any document in the center panel to see the tasks associated with it in the Task panel.

  

Document Tasks Panel allows you to create, assign, edit, delete a task and change its priority according to its importance. Tasks can also be     marked done once it has been completed.

Task Out

Task In

Personal Task

Document Tasks

 

Following are the operations that you can perform on Task In, Task Out and Personal Tasks:

Creating a new task

Click on the New Task icon to task out or add a personal task.

 

Editing a task

An existing task in the 'Task Panel' can be modified by clicking on the Edit icon from the toolbar.

 

Setting high priority for a task

Select a task from the 'Document Tasks Panel', from the toolbar click on icon to set it at 'High Priority'.

 

A task with high priority has icon at the right bottom of a task. For example:

Icon

Description

Task In with high priority

Task Out with high priority

Personal task with high priority

 

Changing task from high priority to normal priority

Select a task from the 'Task Panel'; from the toolbar click on icon to set it at 'Normal Priority'.

 

Deleting a task

Select a task from the 'Task Panel'; from the toolbar click on Delete icon to delete it.

 

Mark a task as Done

A task once accomplished can be marked Done by clicking on Done icon from the toolbar after selecting the task from the task list. This will mark the task grey and shift it to the end of the "task list".

 

Mark a task as Pending

In case you have marked an unaccomplished task as Done, it can be changed back to Pending status.

For this first select the concerned task from the "task list" and click on  icon.

 


 

 

 

 


Page url: http://www.docsvault.com/Online_Help/SB_Help/index.html?viewing_tasks.html