Task Lists

This section introduces you to task lists. It shows the different types of task lists and how to start a task list.

To start a new task list, follow these steps:

1. Select a specific document.
2. Click the New Task List button in the "Tasks and Notes" window.

Alternatively, you can start a task list from the main menu. Click on "Tasks and Notes" > "New Task List" in the main menu or press the shortcut [Ctrl]+[F2].
3. Navigate through the folder structure in the "New Task List" area and click on the desired task list.
4. In the "Tasks" area, select the task from the list that you want to edit and assign.
5. Make the appropriate settings for the first task in the task details and, if necessary, comment on the task in the provided input field.
6. Only for the checklist task type can you edit all tasks at once. For all other task types, you can only edit the settings of the first task.
7. If you are configuring the "Checklists" task type, repeat steps 3 and 4 as needed until you have configured all the desired tasks in the task list.
8. Start the task list by clicking the Start button.

Field (to set)	Purpose	Configurable in …
Task Title	Select the starting task of the task list.	Free lists, Checklists, Combined lists.
*Due Date*	Select the due date of the chosen task.	Free lists, Strict lists (if not already preset), Checklists, Combined lists.
*Follow-up*	Select the follow-up date of the chosen task.	Free lists, Strict lists (if not already preset), Checklists, Combined lists.
* Creator *	The creator of the task list.	Not configurable
Assignee/Group	Select the assignee or group who should complete the task.	Free lists, Strict lists (if not already preset), Checklists, Combined lists.
*Result to*	Select the person or group who should receive confirmation of the completed task.	Free lists, Strict lists (if not already preset), Checklists, Combined lists.
*Urgent*	Assign or remove the urgent status for the task.	Free lists, Strict lists (if not already preset), Checklists, Combined lists.

If you are configuring the Checklists task type, repeat steps 3 and 4 as needed until you have configured all the desired tasks in the task list.
Start the task list by clicking the Start button.

Related to