Assigning a Task

You can assign someone a task to perform with an asset.

1. Locate the asset and open the asset details.
2. At the top right, click the Assign an Ad Hoc Task () icon or select it from the More () drop-down list.



3. On the Assign an Adhoc Task window, enter the name of the person or group and select it from the list.
4. Enter a Due Date by selecting the calendar () icon.
5. In the Directive field, enter a message of what you need them to do and click Proceed. The task will appear in their Task list on their Dashboard with a link to the asset(s). The asset will also display across the top that there is a task assigned.
• Click View Graph to see a diagram of the workflow.
• If needed, you can click Abandon to end the task.

Note: It may take a few minutes for a task to appear in the dashboard or on the task list. You may need to refresh the dashboard or task list to view the new task.

Resolve a Task

You can indicate when a task is completed.

1. Click the Home () icon in the left-side menu to view your Dashboard. Or, click the Task () icon in the left-side menu.
2. In the Task section on the dashboard or the side panel listing tasks, click the task name. The task details will be displayed.



Note: View Graph displays a diagram of the workflow.

3. At the bottom right, click Resolve.

Reassign a Task

If needed, you can reassign a task assigned to you.

1. Click the Home () icon in the left-side menu to view your Dashboard. Or, click the Task () icon in the left-side menu.
2. In the Task section on the dashboard or the side panel listing tasks, click the task name.
3. At the top right, click Delegate.



4. On the Adhoc Task window, enter the name of the person or group and select it from the list.
5. Type a comment, and then click Delegate. The task will be moved to the other person’s task list.