Tasks View

To find a task under your responsibility or under the responsibility of your team, go to the "task" page, where you will find the following information about it:

• Type: Indicates whether the task is a request, approval, signature, deadline extension, clarification, activity, email, meeting or call. Learn more in Activities Type.
• Document: Which document the task refers to.
• Responsible: The task is assigned to a person or team. If the task is with a team, it is necessary to choose among the team members who will be responsible for that activity. Learn more in Team responsibility for the activity.
• Deadline: is the time the user has to complete the task.
• Requester: who requested the task.
• Object: Helps to identify task content more easily. For example: what service is provided by the contract or what is the subject of a consultation.
• Information: Presents one or more data from the document to facilitate the identification of its content. Any template metadata can be configured to appear at this point.
• Status: which stage of fulfillment the task is in. It is possible to follow the progress through the bar below the status. It fills in blue as the steps are completed.

You can also search for an task using the filter. Learn more in Activity filter.