Tasks / Introduction to infoRouter Tasks

Tasks are document related job assignments that must be performed by infoRouter users.

Tasks can be assigned by authorized users to other infoRouter users.

Task assignees receive e-mail notifications for every task assigned to them and they can also track their tasks in the My Tasks window.

There are two types of tasks:

  • Tasks assigned by other users
  • Workflow tasks

Tasks assigned by other users

These types of task are assigned by other users by clicking on a document action icon and choosing the "Create Task" menu.

These types of tasks can involve one or more of the following requests/requirements.

  • Edit

    This requires the task assignee to edit the document to complete the task. It must be accompanied by an edit permission.

  • Read latest version

    This requires the task assignee to read the latest version of the document to complete the task.

  • Read published version

    This requires the task assignee to read the published version of the to complete the task. It must be accompanied by an edit permission.

  • Provide task comments

    This requires the task assignee to enter task comments to complete the task.

  • Provide ISO comments

    This requires the task assignee to enter ISO comments to complete the task. ISO comments are stored in a special log file which can be used to verify that regular ISO reviews have been performed.

  • Provide SOX comments

    This requires the task assignee to enter SOX comments to complete the task. SOX comments are stored in a special log file which can be used to verify that regular SOX reviews have been performed.

  • Dispose document

    This requires the task assignee to dispose the document to complete the task.

  • Archive document

    This requires the task assignee to archive the document to complete the task.

  • Downgrade classification level

    This requires the task assignee to downgrade the classification level of the document to complete the task.

  • Declassify document

    This requires the task assignee to declassify the document to complete the task.

Workflow Tasks:

These types of tasks are assigned to users as a part of an ongoing workflow process and can involve the same requirements listed above.

See Also:

My Tasks

Task redirection

Task Notifications

How to create tasks

How to complete tasks