Skip to content

Introduction to Tasks

Tasks are document-related job assignments that must be performed by infoRouter users. They provide a structured way to request and track work on documents.

Task Types

infoRouter supports two types of tasks:

Type Description
User-Assigned Tasks Tasks created and assigned by other users
Workflow Tasks Tasks automatically assigned as part of a workflow process

How Tasks Work

  1. An authorized user creates a task and assigns it to another user
  2. The assignee receives an email notification
  3. The assignee can view and manage tasks in My Tasks
  4. The assignee completes the required actions
  5. The task is marked as complete

Task Requirements

Tasks can include one or more of the following requirements:

Requirement Description
Edit Edit the document (requires edit permission)
Read Latest Version View the most recent version
Read Published Version View the published version
Provide Task Comments Add comments about the task
Provide ISO Comments Add ISO review comments (stored in special log)
Provide SOX Comments Add SOX review comments (stored in special log)
Dispose Document Complete document disposition
Archive Document Archive the document
Downgrade Classification Lower the document's classification level
Declassify Document Remove classification from document

User-Assigned Tasks

These tasks are created manually by clicking a document's action icon and selecting Create Task.

The task creator:

  • Selects the assignee
  • Chooses required actions
  • Sets a due date
  • Adds instructions

Workflow Tasks

Workflow tasks are automatically assigned as part of an ongoing workflow process. They follow the same requirements but are triggered by workflow rules rather than manual assignment.

Learn more: Introduction to Workflows

Task Notifications

Task assignees receive email notifications for:

  • New task assignments
  • Task reminders (approaching due date)
  • Overdue tasks

Learn more: Task Notifications

See Also