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.
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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
icon. The 'Task Notes' window will appear for that particular task.
•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.
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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
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.
•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.
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