Each Working Document can have their own set of tasks that are allocated to different users.
Navigation → Documents → Processing → Working Documents → Select Working Document from List
- Select Tasks tab.
- Select + icon to add new task.
- Capture task.
- Assign to user responsible.
CTRL + S shortcut to save or CTRL + Enter short cut to save and close.
NOTE: In addition, discussions on tasks and time-sheets for tasks can be added. See Creating Tasks and Team Activities for more info.
NOTE: All tasks on the Linked Documents of a Working Document will also be visible under this tasks tab.