Task Manager

Creating a Task from the page manager

Creating a Task from the page manager

Creation Date: March 26, 2024
Created By: Oren Shapiro

1. Click on Task Manager  
Click on  Task Manager  
2. Click on Refresh…
Click on 	Refresh…
3. Click on Page Manager
Click on  Page Manager
4. Click on Welcome Page…
Click on Welcome Page…
5. Click on Content
Click on Content
6. Click on Create Task
Click on Create Task
7. Click on Review Task
Click on  Review Task
8. Click on Task Status…
Click on Task Status…
9. Click on Feedback
Click on Feedback
10. Click on Assigned Role…
Click on Assigned Role…
11. Click on Granite User
Click on Granite User
12. Click on Task State…
Click on Task State…
13. Click on Assigned
Click on Assigned
14. Click on Assigned Person…
Click on Assigned Person…
15. Click on Not Assigned
Click on Not Assigned
16. Click on Ahmad Abdalla
Click on Ahmad Abdalla
17. Click on Open the calendar popup.
Click on Open the calendar popup.
18. Click on 5:00 PM
Click on 5:00 PM
19. Type "Specify a title "
Type "Specify a title "
20. Type "Specify instructions "
Type "Specify instructions "
21. Click on Save
Click on  Save
22. Click on Save & Close
Click on  Save & Close
23. Click on Back to List
Click on  Back to List
24. Click on Back to List
Click on  Back to List

Workflow Management (Assigning Tasks Between Users)

Workflow Management (Assigning Tasks Between Users)

Creation Date: March 26, 2024
Created By: Oren Shapiro

1. View your task from the CSP Dashboard
View your task from the CSP Dashboard
2. Or access your assigned tasks from the tasks manager (the number indicator states how many tasks are currently assigned to you.)
Or access your assigned tasks from the tasks manager (the number indicator states how many tasks are currently assigned to you.)
3. Click on the Edit icon to view the assignment
Click on the Edit icon to view the assignment
4. Specify a Title
Specify a Title
5. Specify a Description
Specify a Description
6. Click on the Goto Page to deep-link to the data or content
Click on the Goto Page to deep-link to the data or content
7. Review the request
Review the request
8. Click on Back to Task
Click on  Back to Task
9. Add a rolling comment as instructions
Add a rolling comment as instructions
10. Assign the request to the correct resource
Assign the request to the correct resource
11. Click on Save
Click on  Save
12. Click on Close Task…
Click on  Close Task…
13. Click on Back to List
Click on  Back to List
14. The assigned resource has now been changed
The assigned resource has now been changed

Steps for Managing Tasks Inside a Structured Tool

Steps for Managing Tasks Inside a Structured Tool

Creation Date: March 26, 2024
Created By: Oren Shapiro

1. Click on any tool listed under the content manager. (We have selected news for this guide.)
Click on any tool listed under the content manager. (We have selected news for this guide.)
2. Click on the Edit icon
Click on the Edit icon
3. From the toolbar select a task type
From the toolbar select a task type
4. Once the workflow screen loads set a Task Status…
Once the workflow screen loads set a Task Status…
5. Assign a Role…
 Assign a Role…
6. Set a Task State…
Set a Task State…
7. Assign a Person…
Assign a Person…
8. Set a Due Date
Set a Due Date
9. Specify a Title
Specify a Title
10. Add your instructions
Add your instructions
11. Click on Save & Close
Click on  Save & Close
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