What is a task? - 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

A task is work that you assign to one or more users for documents and folders.

There are three task types: document deficiency, pointer, and signature required. You choose the task that best matches the work that task assignees must complete. The task types are defined below.

  • Document deficiency, which you create to indicate when a document is missing or is incomplete.
  • Pointer, which you use to draw attention to a specific document or folder location for further action.
  • Signature required, which you assign when a user needs to digitally sign a document. You must have the Document Management Suite license installed on your Perceptive Content system for this task type to be available.

The primary task roles are creator, assignee, and reviewer. A task creator creates and assigns tasks to task assignees. These assignees, in turn, sign, complete, or return tasks. You can assign tasks to multiple users or to a single group. After a task assignee completes a task, a task reviewer may be required to review the task. A review is required when the completion method is set to "Complete pending review" in the task template.