Managing tasks
Tasks can be one of the following types:
- Acknowledge: Create this type of task when you want assignees to acknowledge an action, e.g., acknowledge that they have received a proposal. A task of this type is created with an Acknowledge option, which assignees must select to respond to the task.
- Approve/Reject: Create this type when you want assignees to approve or reject an action, e.g., approve or reject a proposal. A task of this type is created with Approve and Reject options and the assignees must select either Approve or Reject to respond to the task.
- Review: Create this type when you want assignees to review a document. A task of this type is created with a Review option, which the assignees must select to respond to the task.
Example
Matt is a Public Prosecutor and is working on Walter's bail request. Walter was arrested for suspected drug dealing. Matt needs to get an approval from the Crime Commission to grant Walter's bail. Matt creates an Approve/Reject task and assigns it to William from the Crime Commission. While creating the task, Matt attaches the bail request document along with a message for William to reject the task if he wishes to deny the bail request or to approve the task to grant the bail request. Matt also schedules a due date for the task so that he can be sure that he gets William's decision before a specific date.
Depending on your permissions, you can:
A workspace owner can create tasks for the workspace.