Users can be assigned tasks related to specific documents. To create and assign a task for a specific document:
- Select the “View documents” tab:
- Click the “VIEW DETAILS” button next to the document for which you would like to create tasks:
- Select the “Tasks” tab:
- lick the “CREATE TASK” button:
- 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
- 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.