Introduction to Task
A Task is a piece of work on a Project File that needs to be done by the assigned Collaborator.
A Task is automatically created when a Project Owner assigns a Collaborator to a Step. The Task to be done by a Collaborator is determined by the Task role. Learn more about each Task role here: Task Roles.
If you are a registered user, you can access your assigned Tasks from the Home page. The My Tasks table contains available and upcoming Tasks from Live Project in your Organization.
A Task Status indicates what the situation is with a Task in a Project. The available statuses are:
The task has been created but is not yet active.
The task is ready to go. The assigned Collaborator has not yet opened it.
The assigned Collaborator has opened a task at least once.
The Project has been paused.
The Collaborator has rejected a document, and task is pending action by Project Owner to resolve rejection.
The work on a task is done.
The Project has been canceled.
The Task History contains records of the date and time of when the Task status has been changed.