To efficiently ensure that everybody stays up to date with the documents and sites in Collaborate, it is possible to assign tasks to an individual or all members of a particular site or document.
The My Tasks tab in Collaborate will provide a user with a summary of their tasks within different sites.
To create a task
Open a site in Collaborate.
Click Create task on the right-hand side.
If task types is enabled, select the appropriate task type. If not, ignore this step.
Enter a task name.
Enter the task description with full details.
Provide a start and end date.
Status is usually set to Not Started for new tasks and users will be able to amend this to track their progress (Options are Not Started, In Progress and Complete).
Priority can be set to Low, Medium, High or Critical.
The progress bar allows tracking of tasks completion, this can be left as the default when creating a task.
Within Assigned to, start typing the name of the site member, and they will appear as a search item on the drop down.
Select the appropriate person to add to the assigned to section. Alternatively, you can search for members of a site by clicking on the magnifying glass option.
By default, you will be the task owner but it is recommended that you assign another owner.
There is also an option to attach any documentation that may be relevant to the task.
Click Create Task.
Tasks can be seen as a summary of the site. Users can also see their tasks in the My Tasks tab in Collaborate, as well as in the My Tasks app in Access Workspace.
Creating a task against a document
Open a site in Collaborate.
Click on an existing document or upload a new document.
Click Create task under Document Actions on the right-hand side.
Follow the above steps.