Start Task Lists

Select a template for a task list from the drop-down menu in the Task List field.

Example view of a drop-down menu with a selection of task lists:

The folders with the task list templates are displayed in alphabetical order in the directory. STP Documents shows the available templates indented within the folders. The colored icons before the task list template names indicate their type.

Select by clicking with the mouse.

Note
The selection of task list templates is created and maintained in the Kanzleieinstellungen. You can learn more about this in the Task Management chapter.

Note
Please note the Search field above the expanded directory. You can use it to search for the required task list, which is especially useful for very extensive selections of task list templates.

After selecting a task list template, STP Documents automatically displays its type in the corresponding field.

1. Example: Strict Task List

2. Example: Combined Task List

3. Example: Free Task List

4. Example: Checklist

Make any necessary changes to the loaded task list.

Due by

• Select the due date for the chosen task.

Resubmission

• Select the resubmission date for the chosen task.

Urgent

• Assign or remove the Urgent status for the task.

Client

• The creator of the task list.

Assignee/Group

• Select the assignee or group who should complete the task.

Result to

• Select the person or group who should receive confirmation of the completed task.

Note
How many fields still need to be filled out or changed depends on the template specifications in the Kanzleieinstellungen.

Then click the Start button to start the task list.

Use the Cancel button to exit the dialog without starting a task list.

Note
You can find use cases and examples for the different types of task lists in the chapter “Introduction to Task Lists.”

Note
Please note the new handout on “Document Access Check when Creating Tasks” in the Standard DESK and in the Controls.