Tasks include the following components:
- Global Information
- Details
- Reject Comments
- People
- Parent Documents
- Attachments
- Notes
- References
- Workflow
- History
- eSignatures
- Tags
- Task Management
View and Update Global Information
The Global Information section of a Task is always visible on the task. You can edit some content, based on permissions and your local configuration.
Click the blue text to open a window to edit the existing content.
Change Task Name
1. Click the blue text to clear the current content and type in the change.
2. Click the 
button.
Change Percentage of Completion
1. Click the blue text to clear the current content and type in the change.
2. Click the button.
Change Assignee
1. Click the blue text to open the content for editing.
2. Search for the user and select their name and group.
3. Click Confirm.
Change Start or Due Date
1. Calendar Start Date: Use the calendar to select the date and time.
2. Click the .
Change Owning Group
1. Click the blue text to open the content for editing.
2. Search for the group then select the name.
3. Click Confirm.
Change Priority
1. Click the blue text to open the drop down box and select the priority level.
2. Click
View and Update Details
View Details
In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
Edit Details
1. Enter (or update) task details in the text space. The section provides tools for formatting text, adding hyperlinks, and attaching files.
2. Click the Save 
button.
View and Update Reject Comments
Use the Reject Comments section to furnish a justification for rejecting a task.
View Reject Comments
In the Expanded Treeview of the Browse Panel, click on the Reject Comments section title or icon, or from the Navigation Icons Panel select 
the icon to open the Reject Comments section.
Add Reject Comments
1. To add a reject comment, click the 
button on the section title bar. This will open a window to add a note.
2. Enter the reject comments and click Save.
Edit Reject Comments
To edit a rejected comment, click the 
button.
Delete Reject Comments
To delete a rejected comment, click the 
button.
View and Update People
View People
The People section lists people related to a task. In the Expanded Treeview of the Browse Panel, click on the People section title.
Add People
To add an existing person to a task, click the + button on the section title bar. The add person window opens.
1. Search for an existing person by clicking in the Person field.
2. Select the person, then choose the Task Person Type from the drop-down menu.
3. Click Save Person.
4. To add a new person, click the Add New Person button and complete the information for the person.
5. Click Save Person, then choose the Task Person Type.
6. Click Save Person.
Delete People from Task
To delete a person from the task, click the button.
View and Update Parent Documents
View Parent Documents
In the Expanded Treeview of the Browse Panel, click on the Parent Documents section title or icon, or from the Navigation Icons Panel select the first 
icon to open the Parent Documents section.
Filter Parent Documents
To filter documents, start typing in the filter box. As you type, attachment titles that match what you are typing will be displayed in bold. Any document titles that don’t match become grayed out.
Search Parent Documents
To search documents, start typing in the search box. Once you have typed what you would like to search, press enter or click the search button.
View and Update Attachments
View Attachments
The Attachments section lists attachments to a task. Document actions are described in detail in Requests–>Documents.
1. In the Expanded Treeview of the Browse Panel, click on the Attachments section title or icon, or from the Navigation Icons Panel select the second icon to open the Attachments section.
From the Attachments section, you can
- Add attachments
- Copy or move files from other requests
- Organize the attachments
- Track versions and revert to Active status
- Assign attachment-level access permissions for each participant
- Split and merge attachments
- Mark and annotate pages
- Insert page layers to control document review and content release
- Download, export, and print files
Filter Attachments
To filter attachments, start typing in the filter box. As you type, attachment titles that match what you are typing will be displayed in bold.
Search Attachments
To search attachments, start typing in the search box. Press enter or click the search button.
Edit Attachments
Document actions are described in detail in Requests–>Documents.
View and Update Notes
View Notes
The Notes section lists existing notes and is available to add or update notes.
In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the 
icon to open the Notes section.
Add Notes
1. To add a note, click the button on the section title bar. This will open a window where a note can be added.
Fields marked with red asterisk are required.
2. Complete your note and click Save.
Update Notes
To edit a note, click the button.
Delete Notes
To delete a note, click the button.
View and Update References
View References
The References section lists task reference’s number, reference title, type, assignee, date modified, and status.
In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the 
icon to open the References section.
Add References
1. To add a reference, click the button on the section title bar. This will open a window where a reference can be added.
2. Search and select a reference. Click add.
Delete References
To delete a reference, click the button.
Filter References
You can filter references based on reference number, title, type, assignee, date last modified, or status.
To filter, click in a column’s filter box and start typing. The list of results will update automatically.
View and Update Workflow Overview
View Workflow Overview
The Workflow Overview section lists workflow participants, role, and other related information.
In the Expanded Treeview of the Browse Panel, click on the Workflow Overview section title or icon, or from the Navigation Icons Panel select the 
icon to open the Workflow Overview section.
Filter Workflow Overview
You can filter workflows based on the participant, role, status, start date, or end date.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View History
The History section records the task’s events.
In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
View and Update eSignatures
View eSignatures
The eSignatures section records the date and person who signed the task.
In the Expanded Treeview of the Browse Panel, click on the eSignatures section title or icon, or from the Navigation Icons Panel select the 
icon to open the eSignatures section.
Filter eSignatures
You can filter eSignatures based on the Date and who the task is signed by.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and UpdateTags
View Tags
The Tags section lists tags and lets you add tags to a task.
In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tags section.
Add Tags
1. To add a tag, click the button on the section title bar. This will open a window where a tag can be added.
2. Search for a tag and click Add Tag.
Delete Tags
To delete a tag, click the button.
Filter Tags
You can filter tags based on the tag, the date created, or the user who created it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Task Management
Subscribe to a Task
Click the 
button to receive notifications related to a task. Click Unsubscribe to cancel.
Approve/Complete a Task
For some FOIA applicaions, the business workflow automatically creates tasks for the approver on requests. These tasks include a copy of the request (document), for example, approve requests, approve time sheet or expense report.
The recipient can approve the task or return the task for rework.
Approve the Task
Approve the task by clicking the Approve button on the task summary panel. Approval does the following:
- Updates task state to Closed
- Removes the task from the approver’s active task list
- Removes the task from the active, in progress list in the Tasks module
- Changes Request, Timesheet, or Costsheet status associated to that task
Return the Request for Rework
Send the task for rework by clicking the Send Rework button on the task summary panel.
- Reassigns the task to the owner for rework and adds the task to the owner’s My Tasks list
- Removes the task from the approvers’ My Tasks list
- Creates a notification for the owner
Rework a Task
Rework Details
The Rework Details section appears in tasks that workflow automatically generates for the approver. The approver uses this section when returning a request to its owner (originator) for change. This section should describe the reason for the rework or the action needed for approval.
Reject Comments
Use the Reject Comments section to add a justification for rejecting a task.
1. On the Reject Comments section title click + .
2. Enter the reject comments.
3. Click Save.
Documents Under Review section
The Documents Under Review section appears in tasks created for approval requests. The section contains a copy of the request (document) submitted by the originator. The business workflow automatically adds the document when creating the task for the approver. Approval is part of the workflow for actions such as signing off on time sheets and expense reports. The review documents in this section are available for download, there is no edit capability.
1. To view a document, click the file ID or Title. The Do you want to open or save? message bar opens at the bottom of the screen.
2. Click Open or choose a Save option to copy it to one of your folders.
Delete a Task
The delete actiton is available for tasks created through a workflow. Use Delete to permanently remove a task. Add comments to record the reason for deleting the task.
1. Open the Reject Comments section and click + to add a reject comment.
2. Enter the note. Click Save.
3. Click the Delete action button for the task.
Claim a Task
In the Action Panel, click the 
button to claim the Task. Click Unclaim to unassign.
Close a Completed Task
When you have finished the task click the Complete button. The task status changes to Closed.