Using the Task Assignments Tab

If you have assigned tasks to other staff members, or if tasks have been assigned to you, the Task assignments tab is visible in Document Central. When you select this tab, you can see a list of tasks that are currently assigned to you. You can also see the tasks that you have assigned to other people.

You can narrow the list of tasks displayed in a grid by clicking in a column header, and then selecting an appropriate filter. The buttons above each grid also can help you manage the tasks that display.

You can use the buttons in the grid toolbar to manage the appearance of the grid. The buttons and their functions are as follows: 

Button	Description
Reset Grid	Resets the grid to the default settings. Any changes you have made and not previously saved are discarded.
Refresh Grid	Refreshes the files displayed in the grid that meet the current criteria, but may have been added after the most recent search was performed. Any changes made to the grid are lost.
Expand All	Expands all groups within the grid.
Collapse All	Collapses all groups within the grid.

Tell me about the columns in the task assignment grids.

Column	Description
Status	Displays a visual indicator of the file's status. The status indicators are as follows: The file is checked in and available. The file is checked out or locked by another user. To view the name of the person who has checked out or locked the file, hover your pointer over the indicator. You currently have the file checked out.
Published	Indicates whether the file has been published to Portal.
Discussion	Displays the discussion icon if there is a discussion for the file.
File Name	Displays the name of the file for which a task is assigned.
Entity ID	Displays the ID for the entity associated with the file.
Entity Name	Displays the name of the entity associated with the file.
Task Title	Displays the name of the task.
Task Assigned To	Displays the name of the staff member the task is assigned to.
Task Assigned By	Displays the name of the staff member who assigned the task.
Date Task Assigned	Displays the date the task was assigned.
Task Status	Indicates the current status of the project. Note: If the status of a task is changed to Unassigned, it is removed from the Task assignments tab.
Task Modified Date	Displays the most recent date the task status was changed.
Task Due Date	Displays the deadline for the task.
Task Approved By	Displays the name of the staff member who approved the task.

You can perform the following actions on this tab:

Update an existing task.

1. Right-click the task you want to edit, and then select Task assignment.
2. Edit the task information as needed. The information that you can edit depends on the permissions assigned to you. See Assigning and Updating Tasks to learn more about the Assign Task window.
3. Click Save.

Delete a task.

1. Right-click the task you want to delete, and select Delete Task.
2. Select Yes to confirm the deletion.

View the task history.

The task history is included as part of the file history. To view the history, right-click the task, and then select History. Task-related actions are indicated in the Operations and Details columns. See Viewing File History for more information about the History window.

Tip: You can add the Task assignments pane to your Dashboard. If you do so, you can view and work with your tasks without opening Document. For instructions on adding panes to your personal dashboard, see the Customizing Panes topic in the Dashboard Help.