Docsvault - Document Management Software

Other Task Features

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Other Task Features

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Other Task Features

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Attachments

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

 

 

TaskAttchment01

Tasks with Attachments

 

 

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.

 

 

Notes

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

 

note 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 all events and notes on a task for up to date status on any task.

 

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Task Notes

 

 

Task Notification

When a new task or a new note is assigned, the assignee of that task is notified by a pop up notification box, and via email, if the client side email alerts has been enabled by the Administrator in Docsvault Server Manager. For setting Task Email Alerts, see Alerts.

 

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Task Notification

 
Icon notification in the system tray indicates that there is a new note or task for the user. Right clicking on the icon and selecting View Alert option will open the Task tab.

 

note 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.

 

 


See also

Task Management

Task Manager

Adding Tasks

Editing and Deleting Tasks

Setting Priority and Task Filing

Routing Documents

Document Tasks