Comments are saved as part of the file history. Enter instructions or other information about the task as needed in the Task comments box.Enter or select a due date for the task.Note: If the status is Unassigned, the task will not display on the Task assignments tab. The original document remains in Document.ĭisplay the activity history for the file.Ĭreate or view a discussion for the file. Place a copy of the file in a location he or she specifies. Lock a file for editing and then upload any changes made to the file to Document while the file was checked out.ĭisplay a preview of the file without opening it. When the file is returned to you and the task completed, the temporary permissions are revoked.Ĭheck a file back into Document without saving the changes made while the file was checked out. The temporary permissions apply only to the selected file. Select the permissions that you want to grant to the staff member. If the staff member does not have permission to access the file, the Assign temporary permission section is enabled.If the Assign temporary permission section is disabled, the staff member already has permission to access the file, and you can continue to the next step.When you click OK, the system checks whether the staff member has permission to access the file. Click, and then select the staff member to assign the task to.On a Document Central tab, right-click the file for which you want to assign a task, and then select Task assignment.Once the task is completed and the file is returned to you, any permissions you have granted are disabled.Ĭlick a link below to view instructions for assigning or updating a task. Note: If an assignee does not have permission to access the file you are assigning a task for, you can grant the assignee temporary permissions. The task also displays on the Task Assignments tab for the assignee. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities. The task will display on your Task Assignments tab in Document Central The main window where most Document tasks originate. When you assign a task, the assignee receives an email about the task assignment. You can assign tasks for a file to other staff members.
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