Working Documents Tasks

Each Working Document can have their own set of tasks that are allocated to different users. 

Navigation → Documents → Processing → Working Documents → Select Working Document from List.

1. Select Tasks tab.
2. Select icon to add new task.
3. Capture task.
4. Assign to user responsible.

CTRL + S shortcut to save or CTRL + Enter short cut to save and close.

For more information, see Creating Tasks and Team Activities.

NOTE: All tasks on the Linked Documents of a Working Document will also be visible under this tasks tab.