Assigning document tasks to users.

Users can be assigned tasks related to specific documents.  To create and assign a task for a specific document:

1. Select the “View documents” tab:

   

2. Click the “VIEW DETAILS” button next to the document for which you would like to create tasks:

   

3. Select the “Tasks” tab:

   

4. lick the “CREATE TASK” button:

   

5. You will now be presented with the Task Manager screen. Fill in the required information and click "Create" to create a task for a document

   

6. Clicking the Advanced Option will give you the ability to set a Risk Reduction based on completion of the task and/or the ability to set the task as a recurring task. 

The portal will now send a notification e-mail to the assigned user by default.