Create tasks to assign work to be completed in a Workiva file. You can use tasks to request documentation, perform reviews, get approvals, or any other way to help you complete work within your file.
If you have a task that multiple collaborators need to complete, you can quickly create and assign tasks in bulk. When you create tasks in bulk, a separate task is sent to each assignee’s list of tasks to complete.
Bulk create a task in a file
To create a task in bulk in a file:
- Click the Tasks icon in the right panel.
- Click the dropdown arrow next to the Create task icon at the top of the Tasks panel, and select Bulk create task.
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In the Bulk create task modal, add details to your task.
- Title: Provide a name for the task
- Assigned to: Begin typing a name to see a list of suggested collaborators to complete the task. You can add multiple assignees and each person will be sent a separate task.
- Due date: (optional) Select the date for when the task should be completed
- Approval by: (optional) Begin typing a name to see a list of suggested collaborators to approve completion of the task
- Approval due: (optional) Select the date for when you'd like the approval to be completed
- File: (optional) Search for and select a file where the task needs to be completed
- Section: (optional) Specify the section in the file where the task should be completed
- Instructions: (optional) Add notes or instructions to help collaborators complete the task
- Click Create.
Your task is created and now appears in each collaborator's task list.
Bulk create a task from Home
You can also view and bulk create tasks from the Tasks tab in Home. To bulk create a new task from this tab:
- Click the dropdown arrow next to Create task
- Select Bulk create task and add the details.
Click the Go to task icon to open the task directly in the assigned file.