Creating a Task
Tasks allow members to assign work relating to a document to each other.
Users will see the number of tasks assigned to them highlighted in a red circle on the documents page:
To create a task, select the relevant document and navigate to the tasks page by selecting the Manage Tasks item from the Document Options menu:
You will see a list of existing tasks similar to the following:
Select the “New Task” button on the left hand side of the screen:
You will be asked to set the following:
- Title (*required) – The title or name for the task, this should be a short and unique.
- Assigned to (optional) – You can assign the task to a member of the document. This user will be notified by Simul that they are responsible for this task.
- Due date (optional) – If appropriate, you can specify the date the task is due.
- Description (optional) – Specify more detailed instructions, explanation or references.
Once created, Simul will track all updates on the task timeline similar to the following:
To update or close a task, please refer to updating tasks guide.
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