As an administrator, you can assign certain tasks to users, including printing, exporting, and approval. This topic explains how to add or remove the tasks users have been assigned in their boards and committees.
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Select Site Management on the main Navigation panel.
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On the User management page, select the Tasks tab.
If the Tasks tab is not visible, it may not be enabled for your site or your account. Contact your Customer Success Manager for assistance.
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Select a board or committee to view which users belong to it and the tasks they are currently assigned. The task options are displayed on top of the screen, including Approve, Print books, and Export documents.
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To assign a task to a user, select the checkbox next to their name, under the corresponding task.
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To remove a task from a user, deselect the checkbox next to their name, under the corresponding task.
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To remove a task from every user in the board or committee, deselect the task checkbox.
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To assign a task to every user in the board or committee, select the task checkbox.
A checkbox turns grey after you edit the task assigned to a user. You can use the color of the icons to identify your changes.
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A dash icon (-) is displayed in the task checkbox when some users are assigned to it but others are not. You can review the checkboxes under the task to identify which users have been assigned to it.
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To save your changes, select Save. The checkboxes turn black once your changes are saved.
Note
You cannot create new tasks. If the Approve option or the Print books and Export documents options are not visible on the Tasks tab, contact your Customer Success Manager for assistance.
