Add a Task to a Document

From the Summary tab, you can assign new or existing tasks to documents and edit, delete, and forward tasks to other staff members. You can also view each task associated with the document.

1. From your open document, click the Tasks tab.
2. Enter field information.

   Tasks Tab Toolbar

   Button	Description
   Add	Click this button to display a drop-down list containing the following options.
   Add New	Select this option to add a new task. See Add a Task for the procedure to complete the fields on this window.
   Add Existing	Select this option to add an existing task. After finding and selecting a task, the task is added to the task list for the document. See Search for a Task from an Open Record for information about the Task Search window.
   Open	Click this button to open the selected task for editing.
   Print	Click this button to print the task.
   Copy	Click this button to copy the task.
   Delete	Click this button to permanently delete the task.
   Remove	Click this button to remove the task from the document (without deleting the task).
   Complete	Click this button to set the task status to Completed.
   Forward	Click this button to open the Forward Task window and send the task to the selected recipients.
   Options	Click this button to select an option for managing the output and display of information on the tab, such as print, forward, or export. See Forward a Report, and Export Report and Dashboard Data. For information about other options, see How You Change Report Formatting.