New Individual Task

In the "New Individual Task" window, assign individual tasks to one or more people/groups for the selected document.

(Task Type)

  • The drop-down menu includes the options "Standard" and up to nine task types created in the task management of the office settings.

Show only users from my group(s)

  • In the Assignee drop-down menu, only users belonging to your groups are displayed.

Create individually for all users of the selected group(s)

  • The task is created for all users of a selected group.

Assignee

  • Select a person or group as the task recipient from the drop-down menu. Manual entry is also possible.

  • Multiple people or groups can be assigned to the task one after the other.

  • Once you leave the filled field, an X button will appear next to the selected assignee. You can use this to remove the assignment.

    Note

    All users and groups configured for tasks in the standard DESK can be selected as assignees.

    Note

    Each individual task must be assigned at least one user or group as an assignee. Without an assignee, the individual task cannot be created or saved.

Due Date

  • Enter a date manually or use the button (calendar) for when the task must be completed.

Automatic Feedback

  • "enabled": As soon as the task recipient completes the task, you will receive a notification.

Urgent

  • "enabled": You convert the individual task into an urgent task even before its creation.

Reference to Page

  • If necessary, enter a page number of the document to assign the task to a specific page.

Paragraph

  • If necessary, assign the task on the specified page to a paragraph to further specify the reference.

    Note

    If a Reference to Page and Paragraph are set, the document will open for the task recipient exactly at the appropriate spot.

Functions above the text field

The most important functions for formatting text and text templates are available here.

(Font), (Font Size)

  • Use the drop-down menus to set the font and color for the highlighted text.
  • (Default setting = "Arial" and "black")

Button ...

  • opens a drop-down menu
    • "Set as Default"
    • "Remove Text Formatting Only"

  • Apply color to highlighted text. Open the drop-down menu and select a color.

  • Change the font color of the highlighted text. Open the drop-down menu and select a color.

Button (Eraser)

  • resets the formatting of the highlighted text.

Additional functions:
- Select and set bullet points - Number text sections - Align text - Use emoticons

Text Templates

  • Select a text template from the drop-down menu. Text templates for notes and tasks are displayed.

Text Field

  • Enter text manually or use the text templates drop-down menu.

  • Highlighted text sections can be formatted.

Buttons under the text field

Create Button

  • saves the task. The window closes automatically.

Cancel Button

  • closes the window without saving the task.

    Note

    Viewing and editing (replying, forwarding, completing, deleting, etc.) tasks and notes are only possible in the standard DESK.

    Note

    Please refer to the new handout on "Document Access Check when Creating Tasks" in the standard DESK and in the controls.

Related to