Creating a Task

To create a task:

1. Select a shared folder or an Enterprise folder. You must create a task within a shared folder.

   	Important: Users with read-only access to a shared folder or Enterprise object cannot create tasks.

2. Click TASKS in the right pane.

3. Click the Task Description box and enter a description for your task. Every task that you create must have a unique description. If you are assigning a task to a collaborator, it’s best to provide a thorough description of the task and state the document(s) you want the collaborator to review. You cannot update the description after the task is created. If you want to alter the description, you need to create a new task.

4. Optional To assign the task to a colleague, click the Enter Assignee Name box, type a collaborator’s name, and select the collaborator’s name from the list that appears. You can assign a task to Content Server users, Standard users, or External users as long as they have access to the folder. If you type the name of a person and the person’s name does not appear in a list, verify that the colleague is a collaborator in the folder by clicking COLLABORATORS in the right pane. You can also assign a task to yourself.

   	Important: You can only assign a task to individual users in a shared folder or Enterprise object. Assigning tasks to groups is not supported at this time.

5. Optional To assign a due date, click and select a date. The due date must be greater than the current date. You cannot assign or update the due date after the task is created. If you want to alter the due date of a task, you need to create a new task.

6. Click Create Task.