4.3.5 Manage Review Task

 

Once a Review Task is created, it is possible to view and manage the Task with the use of Task Query.


To Manage Review Task:


  1. Navigate to the Workspaces Tab
  2. Click on the Tasks icon (Task Query windows appears)


Task Query Window



  1. Expand the Task Type menu



  1. Select Review
  2. Type in relevant Item Search Criteria in the Item Search Options
  3. Click Search
  4. Select required Review Task
  5. Right-Click Task (Task menu appears)



  1. Select View Task (Task window is opened and Review Task is displayed)


Review Task View


  • Click Summary tab (in the Summary tab the Task can be edited)


Review Summary Task View


  1. Close View Task Window


Note that it is possible to manually send a Reminder Email to all Actioners from the Task Summary.