Thereforeâ„¢ Help

 

Name

Name of the manual task. Appears as the task name in the Workflow Designer and users see this name when they are assigned the task.

 

Duration

The total time allowed for the task, before overdue e-mails are sent.

 

Fixed

A fixed duration can be defined.

 

From index data

The date at which the task becomes overdue can be set using a date field.

 

User Info

The User Info field is mandatory. Enter a description as to what the user should perform (e.g. Review the attached invoice). This text will appear at the top of the task window when the user opens the task. If the Display as Checklist checkbox is selected, the User Info will have a checkbox next to it.

 

Options

 

Do not send Notification Mails

E-mail notifications, even if defined, will not be sent out.

 

Do not send overdue e-mails

Overdue e-mail notifications, even if defined, will not be sent out.

 

Disable Delegation

The task can not be delegated to other users to complete.

 

Request re-authentication when finishing task

The user's login credentials will be required before the task can be completed.

 

Keep original version in document history

When the task completes, a copy of the original document is saved as a document version and can be found in the new document's history pane.

 

Allow to delete unwanted documents

The user is allowed, only during this task, to delete the document even if they don't have this right on a category level.  This is useful, for example, in a mail room scenario where perhaps a blank page was scanned in.

 

See Assign to, Index Field Permissions and Mail Notification under Manual task for details on the other tabs.

 

The Select Categories tab, however, is specific to this task and allows the category list to be filtered. Note: if this tab is not opened before finishing the task definition, then all categories will be included by default, but if the tab is opened then the categories must be specified.