Manage Tasks

Your Tasks tab in Diligent Workflow displays all the tasks assigned to you and all the files and information relating to them. This is where you will manage tasks or view the progress of tasks you've created. All changes made to a task are automatically saved.

There are two different views, Card view or List view, and in each view there are two tabs:

  1. My Live Tasks tab displays task that are active and assigned to you.

  2. All Live Tasks displays all jobs in your business area.

View a task

View and manage everything relating to a task. The display may vary depending on the task type that is being worked on.

Panel

Option

Description

#1

The information panel is where you will see the details of the task.

There are three tabs to select from.

Note

The same display appears for all tasks.

Summary

  • View any instructions that have been provided, who is assigned to the task in that Workflow, and its status.

  • Files For Action and Supporting documents can be downloaded from here.

Workflow

  • This tab details the steps that have been taken and any yet to complete.

  • If there are previous steps displayed, you can select them to see any feedback provided.

Brief

  • Here you can see the Job details set by the Job owner.

#2

View and manage files assigned to the task.

(The display depends on the task type)

 Approve Step Displays the file name and the proposed date the task will expire.
Content Step Upload or drag a file to the panel and remove files that are no longer needed.

#3

Add comments and start discussions to do with the task.

Approve Step

  • Open the file in office – This feature must be integrated with Diligent Workflow to be available. There is a manual option to download the file if not.

  • View versions of a file.

  • Approve or Reject a task.

  • Add file comments that will be visible to anyone in your group or business area.

  • Start a discussion with participants.
Content Step

  • Add file comments that will be visible to anyone in your group or business area.

  • Start a discussion with participants.

#4

Footer bar

 The footer bar displays some Job details and the Complete task button which must be selected when your task is finished. The Job owner will be notified of its completion.