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Reference > Thereforeā„¢ Dynamic Web View > Workflows and Tasks

Ad-Hoc Tasks

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New Task / Edit Task

TDWV_r_aht_001

 

Subject:

Name the Subject of the Task.

 

Task mode:

Sets the type of processing this task will be set under. 'Complete', 'Complete/Decline', 'Approve/Reject' and 'Yes/No'.

 

Start date:

Provide a due date for the task to begin.

 

Due date:

Provide a due date for the task to end.

 

Assigned Users

Assign the task to a User or a Group by pressing the + sign. Opens 'Users and Groups' dialog box.

 

Instructions:

Provide instructions or messages to other users or groups along the process.

 

 

Assign to 'Users and Groups' dialog

TDWV_r_aht_002

 

Domain:

Select the Domain - this refers to your organization's Thereforeā„¢ Server.

 

Object Type:

Select between: User, Groups, User and Groups.

 

Search:

Input field for the display name search criteria, or wild-card search.

 

Navigate the list of users and groups displayed and select who the task will be delegated to.

 

Assigned Users:

User or Group the task will be delegated to.

 

 

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