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How do I create and assign tasks to my collaborators?
How do I create and assign tasks to my collaborators?
Sylvain Gourvil avatar
Written by Sylvain Gourvil
Updated over 2 years ago

In order to generate efficient collaboration in the enrichment of your documents, Quable PIM has implemented a task management system that allows users to inform individuals or a group of their collaborators about the work that need to be performed.

You can create and assign tasks from the Tasks page (via the dashboard) and/or the Tasks tab (in a document).

  1. Click the Tasks button (from the dashboard) or select the Tasks tab (in a document).

  2. Click the Create a task button to open the task creation form.

  3. You can then define the task's:

    • Name

    • Category

    • Priority

    • Recipient(s)

    • accompanying Message

    • Linked document (if applicable)

  4. Click the Send button to assign the task.

The recipient(s) will receive a notification about the task in both the Quable PIM interface and an email. They'll be able to respond to the task and perform the requested actions.

The assigned task can be tracked and accessed from the:

  • Tasks page

  • Tasks tab in a document

  • Task Tracker widget on the recipient's dashboard.

The different stages of a task's evolution can be tracked by color codes and notifications until the task is closed as completed.

To learn more, please consult our online documentation: Tasks

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