Tasks
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      3. Tasks

      Collaborate on a Task

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      Whether you are a reporter or assignee of a task, you can update a task as well as leave a comment on it.

      As either an assignee when you’ve been assigned a task, or as a reporter when the assignee updates the task or leaves a comment: you’ll receive an email notification with a brief description of the task and a "Go to task" button, which after clicking you can further collaborate and update the task.

      Comment gif-1

      Pre-conditions

      • Document Level Permission: 'Owner', 'Editor', 'Reviewer'
      • Platform Configuration: The Tasks feature has to enabled

      Steps

      As assignee:

      1. Click “Go to task” to open the task.*
      2. Perform any of the following:
        1. Update the task fields
        2. Leave comments for the reporter.
          • You can add a link to the comment field. To do it quickly, copy the URL, select the relevant text in your comment, and press CMD + V.
        3. Edit or delete a comment.

      As reporter:

      1. Click “Go to task” to open the task.*
      2. Perform any of the following*:
        1. Update the task fields.
        2. Leave comments for the assignee.
          • You can add a link to the comment field. To do it quickly, copy the URL, select the relevant text in your comment, and press CMD + V.
        3. Edit or delete a comment.

      Supplementary Information

      You will receive in-platform notifications for the following task events:

      • Assignments;
      • Change of status;
      • Comments.

      notif centre

      Notes

      • If the task is linked to a Clausematch document it will open in the right sidebar of the linked document; if it’s not linked, it will open in the dashboard.
      • The assignee will receive email notifications for any state updates or comments you make.
      • Once a comment has been created, it cannot be edited nor deleted.
      • Email notifications at the user level cannot be configured.