Set My Assigned view task options - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

When you work with tasks in the My Assigned view, you set the startup and processing options. To set the My Assigned task view options, complete the following steps.

  1. On the Perceptive Content toolbar, click Settings > Options.
  2. In the Explorer Options dialog box, in the left pane, click Tasks.
  3. In the right pane, under Task Startup, in the Start action list, select one of the following options to set what tasks appear when you launch the My Assigned view.
    • To display a list of all tasks assigned to you, click Show list.
    • To open a task that is next due, click Get next task due.
    • To open a selected type of task that is next due, click Get next task due of selected type and, in the Task type list, select a task type.
    • To open the oldest task, click Get oldest task.
    • To open the oldest task of a selected type of task, click Get oldest task of selected type and then, in the Task type list, select the task type you want.
  4. To set the next action processing options in the My Assigned view, under Task Processing, complete one or more of the following actions.
    • To automatically open a task, select the Automatically launch next task upon task completion check box. When you select this option, in the Next action list, select a task action.
    • To process all the tasks associated with a folder or document before moving on to the next document or folder where a task is assigned, select the Process all the tasks for the current folder or document check box. Clear the check box to move to the next task in the task list without first completing all the tasks associated with the current folder or document.
  5. To automatically view tasks you skip in the My Assigned view, under Skipped Tasks, select the Revisit skipped tasks after all other tasks have been completed check box.
  6. Click OK.