In the Task List field's drop-down menu, select a template for a task list.
Example view of a drop-down menu showing a collection of task lists:
The folders containing the task list templates are displayed in alphabetical order in the directory. STP Documents shows the available templates within the folders as indented entries. The colored icons next to the task list template names indicate their type.
Make your selection by clicking with the mouse.
Note
The collection of task list templates is created and maintained in the firm settings. For more information, refer to the Task Management chapter.
Note
Please note the Search field above the expanded directory. You can use it to search for the task list you need, which is especially recommended when working with a very large collection 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 additional changes to the loaded task list as needed.
Due By
- Select the completion date for the chosen task.
Follow-Up
- Select the follow-up date for the chosen task.
Urgent
- Assign or remove the Urgent status for the task.
Requester
- The person who created the task list.
Assignee/Group
- Select the assignee or group responsible for completing the task.
Result To
- Select the person or group who should receive confirmation that the task has been completed.
Note
How many fields still need to be filled in or changed depends on the requirements defined for the templates in the firm settings.
Then click the Start button to launch the task list.
Click the Cancel button to exit the dialog without starting a task list.
Note
Use cases and examples for the different types of task lists can be found in the chapter "Introduction to Task Lists."
Note
Please refer to the new handout on "Checking Document Access When Creating Tasks" in the Standard DESK and in the Controls.
Related to