Creating and Managing Tasks

Project administrators are able to create and assign tasks using the ServerManagement Center. Tasks can only be assigned to users within the Management Center. Refer to Creating And Managing User Accounts in the companion manual Managing Content for more information.Tasks can be assigned to anyone with an email address, allowing non-application users to be assigned tasks and create content via the Rapid Recorder. This functionality allows subject matter experts, and other users, to take advantage of the streamlined recorder and provide authors with a recording of a process for edit and finalization. For more information on Rapid Recorder, refer to the companion manual Creating Content with Rapid Recorder.

Content tasks that can be created include documents, courses, or managed documents. Additionally, edit content tasks can be created for existing content that needs to be updated.

For authors, their assigned tasks are displayed on the ServerManagement Center on their homeDashboard page via the My Tasks widget or in the project folder. Refer to Introduction To The Management Center in the companion manual Managing Content for more information.

Refer to Using XSL Transformations in the companion manual Managing Content for more information on customizing the website using mytasks.xsl to control the display listing all the tasks assigned to a user.

1. Click the Projects buttonon the navigation bar of the Management Center.
2. Click on the project name where the task is/will be located.
3. Choose from the following options:

   If You Want To	Then
   Create a content task	Click Document Library. Navigate to a folder in the document library of your project. Click the drop-down arrow to the right of the action button. Click Add Task. Go to the next step.
   Create a task to translate an existing document	Click Document Library. Navigate to the binder containing the document. Click the drop-down arrow to the right of the action button. Click Add Task. Go to the next step.
   Create an edit content task	Click Document Library. Navigate to the document you want to edit. Click the drop-down arrow to the right of the action button. Click Add Edit Content Task under Actions on the left menu. Go to the next step.
   Edit a task	Click the drop-down arrow to the right of the action button. Click Tasks under Actions on the left menu. Navigate to the task you want to edit. Click Edit Properties under Actions on the left menu. Go to the next step.
   Delete a task	Click the drop-down arrow to the right of the action button. Click Tasks under Actions on the left menu. Navigate to the task you want to delete. Click the drop-down arrow to the right of the action button. Click Delete Task under Actions on the left menu. Click OKDelete.

4. Complete/edit the following fields:

   Field	Description
   Content Type	Select a content type from the drop down list. Available content types include uPerform course, uPerform document, and managed document. Document, Course, and Managed Document. NOTE: If you are creating a task to translate an existing document, this drop down will be disabled. NOTE: If you are creating an edit content task, this information is based on the published content and cannot be modified.
   Language	Select a language from the drop-down list. NOTE: If you are creating an edit content task, this information is based on the published content and cannot be modified.
   Name	Enter a name for the task. NOTE: This field does not display if you are creating an edit content task.
   Task Description	Enter a description for the task.
   Task Owner	Enter an email address for a non-application user or cClick Users to select the task owner from the address book. Only application users are included in the address book; however, any person with a valid email address can be assigned a task. NOTE: If you are creating an edit content task, this information is based on the published content and cannot be modified.
   Content Owner	Click Users to select the content owner from the address book. The content owner is the author who is responsible for the created content. NOTE: This field does not display if you are creating an edit content task.
   Due Date	Select a due date for the task.
   Edit Content Task Duration	Enter the estimated amount of time for the author to edit the content in subsequent versions. NOTE: This field does not display if you are creating an edit content task.
   File Name (optional)	Enter a file name for the task. NOTE: This field does not display if you are creating an edit content task.
   Template	Select a template for the task from the drop-down list. NOTE: This field does not display if you are creating an edit content task.
   Recorder Profile (optional)	Select a recorder profile to use for the task. Refer to Creating A Recorder Profile for more information. NOTE: This field does not display if you are creating an edit content task.
   Release	Select a release to tag the task. Refer to Using Releases in the companion manual Managing Content for more information.

5. Click Save.
6. Choose from the following options:

   If You Want To	Then
   Create another task using the information you just entered as a template	Click Save & New. NOTE: The task created will display on the right under New Tasks Created. Repeat Step 4 to create another task. NOTE: This option is not available if you are creating an edit content task.
   Save this task and not create any additional tasks	Click Save.