Creating Tasks

Video - Tasks

The Tasks feature enables users to assign and manage project related tasks within InEight Document.

Creating Tasks from the New Menu

To create a task:

  1. Go to New then Task.

  1. At the New Task screen, select or enter the following:

    • To: Enter the name of the person (s) the task is being assign to.

    • Select the Owner of the Task (Company and Contact)

    • Select the Due Date for the Task.

    • Enter a Subject for the Task.

    • Enter the Description of the Task.

  1. Go to More, then Associate Items to link or associate the tasks with one or more work items from the various InEight Document modules (Controlled Documents, Mail, Published Reports, Transmittals or Packages).

  1. The standard search window for each module appears search and select the relevant work item.

  1. To remove a linked work item, click the X against the item.

  1. Click Send and then Close.

  2. An email notification will be sent to the user(s) allocated the task and will also appear in their Tasks Inbox.

  • The From value is always the person logged in creating the Task.

  • The Status of all newly created Tasks is set to “New” automatically by the system and sent tasks are stored in the Tasks Sent register.

  • If a Task is assigned to more than one person:

    • Each recipient can manage their own Action Status and Percentage complete against the Task.

    • As soon as the first recipient changes the Action Status from “New” to something else, the overall Task Status will change to “In Progress”.

    • Once a Task recipient updates their Task Status to “Completed” the task Owner is notified.

    • Once all recipients have updated their Task Status to “Completed” the overall status of the task will change to completed.

Creating Tasks from within InEight Document Modules

To create a task from within any of the InEight Document modules such as Mail, Documents, Transmittals etc, select one or more work items (for example items of mail), under More select New Task.

Complete all the details for the Task and Send. The work items you have selected will be associated or linked to the Task.