Custom Tasks Overview - HelpDocs

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Custom Tasks Overview

6 articles

What information is available in the Custom Tasks Assigned tab?

The Custom Tasks Assigned tab provides information including the following: Task Name, the name of the assigned task. Assignee, the name of the personal assigned the task. Assigned, the date and time…

Updated 6 months ago by Jennifer B.

Who can assign a task?

Team members can send/assign any of the tasks that have been made available by their administrators.

Updated 6 months ago by Jennifer B.

How do I see available tasks?

Click your name at the top of your dashboard. Select Administration. Click Custom Tasks in your Tasks menu.

Updated 6 months ago by Jennifer B.

How do I set up automatic reminders to be sent when task assignees don't complete a task?

Click your name at the top of your dashboard. Select Administration. Click Custom Tasks in your Tasks menu. Click the task name. Click Notifications. Click the Allow this task to be sent via email an…

Updated 6 months ago by Jennifer B.

Where do I find files uploaded as part of a task?

Any files uploaded as part of the task can be viewed within the Files tab.

Updated 6 months ago by Jennifer B.

Who can see submitted task information?

The person who assigned the task and those who completed the task can see the PDF containing submitted task information.

Updated 6 months ago by Jennifer B.

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