Creating a task
As a workspace owner, you can create and allocate tasks for participants to action concerning the information in a workspace.
- In Objective Connect, go to the workspace for which you wish to create a task.
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Select for the Tasks section on the right-hand side of the page.
A form is displayed below the Tasks section for you to complete.
- Select a New task type from the drop-down list. See Managing tasks for more information on task types.
- Enter a title for the new task.
- Enter an informative Task Description so that the person assigned the task knows exactly what to do and what the task entails.
- Enter the email address of the people who you are assigning the task to.
- If the task is to be completed within a timeframe, tick the Set a due date for the task checkbox and enter the date and time or select to choose the date and time from a calendar.
- Select when to Send an email reminder before the due date from the drop-down list.
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Include a Reference document, if needed.
Select the Reference document field and choose a document that is available in the workspace.
Note: When you add a document reference to a task, a specific document version is attached to the task. When a new document version is created, the task will still refer to the version that was attached. For instance, if document version 1 is attached to the task and then document version 2 is added, the task will still refer to document version 1.
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Select .
The task is created and an email is sent to the assigned participant(s) letting them know that they have a task to action. A reminder email is sent if the task is not completed with the given timeframe.
- Go to the workspace for which you wish to create a task.
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Select the Tasks tab and then .
The Create task form is displayed for you to complete.
- Select a New task type from the drop-down list. See Managing tasks for more information on task types.
- Enter a title for the new task.
- Enter an informative Task Description so that the person assigned the task knows exactly what to do and what the task entails.
- Enter the email address of the people who you are assigning the task to.
- If the task is to be completed within a timeframe, tick the Set a due date for the task checkbox and enter the date and time or select to choose the date and time from a calendar.
- Select when to Send an email reminder before the due date from the drop-down list.
-
Include a Reference document, if needed.
Select the Reference document field and choose a document that is available in the workspace.
Note: When you add a document reference to a task, a specific document version is attached to the task. When a new document version is created, the task will still refer to the version that was attached. For instance, if document version 1 is attached to the task and then document version 2 is added, the task will still refer to document version 1.
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Select .
The task is created and an email is sent to the assigned participant(s) letting them know that they have a task to action. A reminder email is sent if the task is not completed with the given timeframe.
You are unable to edit or make any changes to a task once it is created.
Editing a task is a restricted action because it causes inconsistencies – some responses may be before the edit and some after the edit. For example, a task assignee who has approved a task may want to reject it based on the edits.
If it’s necessary to make changes to a task, it’s recommended that you cancel the current task and create a new one.