Task

Task is a tool, whereby users can set up and delegate responsibilities to team Members.

Tasks can be created as stand-alone items or be linked to other features, such as Documents or Forms. Tasks have a standard structure and can be setup as a Non-recurring Task or a Recurring Task.

Task related control examples include:

Calendar Days / Business Days
                                                        Tags
                                                        Recurrence
                                                        Notification Days
                                                        Start Date / End Date
                                                        Recurrence Start Date / Recurrence End Date
                                                        Duration
                                                        Responsible Role
                                                        Assign To
                                                        Status
                                                        Priority
                                                        Completion Date

Users can also add Task Steps in order to further breakdown a Task into smaller sub-processes.

 

See also:

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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