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    Add a task on a document
    • 04 Mar 2022
    • 1 Minute to read
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    Contents

    Add a task on a document

    • Updated on 04 Mar 2022
    • 1 Minute to read
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    Article summary

    This article applies to BOOST EMPOWER GUEST (free) licenses

    Purpose of the article

    To assign tasks to your collaborators and partners in connection with a document, Cooperlink allows you to create a task related to the document. This gives you a complete management system without having to duplicate your documents.

    Would you like to submit a document for third-party approval?
    The task allows you to request approval simply. However, when the approval circuit is complex (several stakeholders with a predetermined sequence, generation of a header page, etc.), it is recommended to use the Workflows module that will distribute the tasks and automate the process in a more structured way.

    Create a linked task

    Select the document and then click:

    • The red button + > New Task
    • In the information drawer, Tasks section

    Fill out the form

    Fill out the form:

    • Workspace is automatically selected*
    • Describe the task in the form of a summary
    • Assign it to users or partners

    (*) required fields

    Then validate. When the task is part of a collaborative workspace, Cooperlink prompts you to choose between 

    • create a task (internal) 
    • or share the task with partners.


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