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Share a document as a Task

This

Usepage thisexplains workflowhow to create a task directly from a registered received 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.

Before you begin: The document must already be registered under E-Approval. See the Registering documents page to learn how to register documents.

Step 1

ShareOpen the Documentregistered as a Taskdocument

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

     Registered document selected in E-Approval

    Step 2

    Share the document as a task

      Click the arrow next to the Share. button. ClickSelect Share as Task.

       Registered received document selected in E-Approval

      Share menu showing Share as Task option

      Step 3

      CompleteFill in the Tasktask Informationdetails

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

        • Select the task Priority.
        • Click the Due date field and choose the deadline.
        • Click the Assignees field to add users.
        • Enter a short Description explaining what the assignee needs to do.

        Create new Task window showing priority selection

        Create new Task window showing due date field

        Step 4

        Add Assigneesassignees

          • In the Assign Users to Task window, search for the user.user you want to assign.
          • Review the available users list.
          • Click Select next to the correct user.
          • Confirm that the user appears under Selected users.
          • Click Confirm.

          Assign Users to Task window with user search results

          Available users list with Select button

          Selected user confirmed in Assign Users to Task window

          Note: At least one assignee must be selected before the task can be created.

          Step 5

          Create the Tasktask

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

            • Review the task priority, due date, assignee, and description.
            • Click Create Task.
            • Wait for the success message confirming that the task has been created.

            Create new Task window with assignee and description entered

            Create Task button highlighted

            New task has been created successfully message

            Step 6

            Open the Createdcreated Tasktask Projectproject

            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.
              • Find the project created from the registered received document.
              • Click the three-dot menu on the project card.
              card, Clickthen click Open.

              Tasks dashboard with Initiated By Me highlighted

              Initiated By Me page showing registered received project card

              Project card menu showing Open option

              View the Task in the Project

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

              Project task table showing the task created from the document

              Step 7

              Track Taskthe Progresstask from the Documentdocument

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

                • Open the original registered received document.
                • Review the Task progress section.
                • Click Details to open the task details panel.

                Document view showing task progress and status

                Details button in task progress section

                Step 8

                Review Tasktask Detailsdetails and activity

                The Task Details panel shows the task description, due date, priority, created date, assignee, progress, attachments, and activity.

                • Description: Shows the task instructions.
                Due date: Shows when the task should be completed. Priority: Shows the selected priority level. Attachments: Shows files linked to the task. Activity: Shows task updates and activity records.

                 Task Details panel showing description due date priority progress and attachments

                View Activity and Progress Update History

                  Expand Activity to view recent task activity. Click View Progress Updates History. to see submitted progress updates. Review the progress update details, attachments, update date, and the user who submitted the update.

                   Task Details panel showing description due date priority progress and attachments

                  Task Details panel with Activity section expanded

                  View Progress Updates History button highlighted

                  Progress Update History panel showing update details and attachment

                  Expected Result

                  Expected result: The registered received document is successfully shared as a task. The task appears under Tasks in Initiated By Me, and task progress can also be tracked from the original document in E-Approval.

                  Notes

                  • The Create Task button remains disabled until all required fields are completed.
                  • At least one assignee must be selected before the task can be created.
                  • The created task is connected to the original document.
                  • Progress, status, activity, and update history can be reviewed from the task details panel.
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