---
title: "Add a task on a document"
slug: "add-a-task-on-a-document"
updated: 2022-03-04T08:41:02Z
published: 2022-03-04T08:41:02Z
canonical: "help.cooperlink.io/add-a-task-on-a-document"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cooperlink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a task on a document

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

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1646383159577.png)

## 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.

![](https://cdn.document360.io/c21b52e3-341e-4ea9-8692-3488bd21cd8d/Images/Documentation/image-1646383189902.png)