# Share document as  Task

This page explains how to create a task directly from a registered document in **E-Approval**. The task is linked to the original document, assigned to selected users, and can be tracked from both the document view and the **Tasks** module.

<table id="bkmrk-before-you-begin%3A-th" style="width: 100%; background-color: rgb(238, 244, 251); border-left: 3px solid rgb(24, 95, 165); border-radius: 4px; border-collapse: collapse; margin: 0px 0px 24px; height: 60.5938px;"><tbody><tr style="height: 60.5938px;"><td style="padding: 10px 14px; font-size: 12px; color: rgb(85, 85, 85); line-height: 1.65; height: 60.5938px;">**Before you begin:** The document must already be registered under **Registered received** or **Registered dispatched**. See the [Registering documents](https://docs.smartadmin.rw/link/8#bkmrk-page-title) page to learn how to register documents.</td></tr></tbody></table>

Step 1

### Open the registered document

- Go to **E-Approval**.
- Open **Department Box**.
- Click **Registered received** or **Registered dispatched**, depending on where the document was registered.
- Select the document you want to share as a task.

---

Step 2

### Share the document as a task

- Click the arrow next to the **Share** button.
- Select **Share as Task**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/82timage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/82timage.png)

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Step 3

### Fill in the task details

The **Create new Task** window opens. The task name is filled automatically as the document title.

1\. Select the task **Priority**.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/I6himage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/I6himage.png)

2\. Click the **Due date** field and choose the deadline.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/q9limage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/q9limage.png)

3\. Click the **Assignees** field to add users.

4\. Search for the users you want to assign. Click **Select** next to the correct user.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/bhOimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/bhOimage.png)

5\. Confirm that the user(s) appears under **Selected users**. And click **Confirm** once all assignees are selected.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/rooimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/rooimage.png)

6\. Optionally, enter a short **Description** explaining what the assignee needs to do.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/7C6image.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/7C6image.png)

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Step 5

### Create the task

After the assignee and description are added, the **Create Task** button becomes active.

- Review the priority, due date, assignee, and description.
- Click **Create Task**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/mwIimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/mwIimage.png)

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Step 6

### View the created task

After the task is created, the system creates or updates a related task project in the **Tasks** module.

- Go to **Tasks**.
- Click **Initiated By Me**.
- The task project containing the task is titled "**Registered\_Received\_Year**"
- Click the three-dot menu on the project card, then click **Open**. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/S7Dimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/S7Dimage.png)

Inside the project workspace, the task appears in the task table. You can view the task name, progress, priority, status, assignee, and due date.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/rmVimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/rmVimage.png)

<p class="callout info">The task assignees will open the task from **Tasks → Assigned To Me - Internal** if it was assigned to them by a user within their institution or **External** if it was by a user from another institution. </p>

***Proceed to the [Responding to and Tracking tasks](https://docs.smartadmin.rw/link/44#bkmrk-page-title) page to see how to update a task assigned to you.***

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Step 7

### Track the task progress from the document

Return to the original document in **E-Approval**. The document displays task progress, completion percentage, and task status.

1. Select the original registered document.
2. Review the **Task progress** section.
3. Click **Details** to open the task details panel. [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/JFGimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/JFGimage.png)
    
    [![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/Y3Nimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/Y3Nimage.png)

4\. Expand **Activity** to view recent task activity.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/zVsimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/zVsimage.png)

5\. Click **View Progress Updates History** to see submitted progress updates.

[![image.png](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/scaled-1680-/AUAimage.png)](https://docs.smartadmin.rw/uploads/images/gallery/2026-08/AUAimage.png)

Review the update details, attachments, update date, and the user who submitted the update.

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***Proceed to the [Responding to and Tracking tasks](https://docs.smartadmin.rw/link/44#bkmrk-page-title) page to see how to keep track of tasks you create and delegate from the Tasks module.***