-
From a collaborative space or a collection, select one or more assets.
For more information, see Selecting Multiple Assets.
-
From the app toolbar,
click (tap) Create Task
.
-
In the Create Task dialog box, enter a user-friendly descriptive
title for the task.
-
Enter the description of the task.
- Optional:
From the Parent Project list, select a parent project to
associate your task with.
For more information, see the Project Planning User's Guide. Note:
The functionality is available only if you are assigned
the Project Planner role.
-
Enter the name of one or more collaborators to whom you want to assign the task.
Note:
You can enter the name of an entire group of collaborators.
-
Select an estimated end date for the completion of the task.
-
Click (tap) Add.
- You create a task and the selected assets are automatically included as
attachments.
- You can follow the progress and development of the task after its creation, using the
Collaborative Tasks and Project Planning
apps.
- Collaborators automatically receive notifications about the lifecycle of the tasks that
you assign to them.
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