Stay organized by using the Task feature. Administrators and Moderators can assign Tasks to their users to approve or review a file. Users are notified of assigned tasks via an email notification. Only users in the Downloader role and above can be assigned a task. Please note that Tasks are disabled when Data Room mode is enabled.
Assigning Tasks
- Hover your cursor to the right of a file and click the paper Tasks icon as highlighted below.
- In the task settings, you can assign a user to review or approve a file and add notes. Click the Create Task button when you are finished.
The user will receive an email notification when they are assigned a task. Please note that only Downloaders and above can be assigned tasks. The following image displays the task-related actions available for each role.