You can create an FYI Task for a document that has been filed in FYI.
- Select the document in a list in FYI to display the Drawer.
Or display the FYI Drawer when a document is open in an application such as Word, Excel or PowerPoint.
- Click the Task section of the FYI drawer to expand it.
- Click the Add Task button in the Task section of the drawer.
- Select or enter the filing fields, or change any defaults that have been given.
Subject - enter a brief subject for the task. This displays in the lists in FYI.
Assignee - select the name of the user assigned to the task.
Job and Category - if the document is filed against a Job, the task defaults to that Job and Category.
Due Date - a due date of two days from today's date is given as the default. This can be changed by clicking on the field and selecting from the calendar.
Status - this defaults to In Progress, so when the task is created, nothing needs to be actioned on it.
Document - displays the name of the document the task is being created for.
Details - type the details of the task. Remember that when the task is created for a document, you can easily display the document to provide context for the task.
The assignee is notified about the task and the task is displays in Task lists.