Create a task 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. Send a task to a group or multiple assignees, requiring only one person to complete it.
Create a task in a file
To create a task in a file:
- With the file open, click the Tasks icon in the right panel.
- Click the plus icon at the top of the Tasks panel.
- Add the following details to your task:
- Title: Provide a name for the task.
- Assigned to: Select an assignee to complete the task. If you add multiple assignees, each person will be sent the task, but only one assignee will need to complete it. If you instead would like multiple people to complete the task, you can create the task in bulk.
- Due date: (optional) Select the date for when the task should be completed by.
- Approval by: (optional) Select an approver to approve the completion of the task.
- Approval due: (optional) Select the date for when the completed task should be approved by.
- File: This will automatically be set to the file that you are in.
- Section: (optional) Specify the section in the file where the task needs to be completed.
- Instructions: (optional) Add notes or instructions to help collaborators complete the task.
- Click Create.
Your task is now created and will appear in each collaborator's task list.
Note: The ability to customize automated reminders is currently not available while creating tasks in a file. If you want to customize the automated reminders for tasks in a file, you can do so by editing the task from the Tasks tab in Home.
Create a task in Home
To create a task from the Tasks tab in Home:
- Click Create new task.
- Add the following details to your task:
- Title: Provide a name for the task.
- Assigned to: Select an assignee to complete the task. If you add multiple assignees, each person will be sent the task, but only one assignee will need to complete it. If you instead would like multiple people to complete the task, you can create the task in bulk.
- Due date: (optional) Select the date for when the task should be completed by.
- Assignee reminders: By default, automated reminder emails with default content are sent to assignees three days before, the day of, and every day for three days after the assignee due date. You can instead choose to not send reminders at all or customize the reminders according to your personal needs. See Send reminders in Tasks for more details.
- Approval by: (optional) Select an approver to approve the completion of the task.
- Approval due: (optional) Select the date for when the completed task should be approved by.
- Approver reminders: If you add an approver, you can customize the approver reminders. By default, automated reminder emails with default content are sent to approvers three days before, the day of, and every day for three days after the approval due date. You can instead choose to not send reminders at all or customize the reminders according to your personal needs. See Send reminders in Tasks for more details.
- File: (optional) Specify the file where the task needs to be completed.
- Section: (optional) Specify the section in the file where the task needs to be completed.
- Instructions: (optional) Add notes or instructions to help collaborators complete the task.
- Click Create.
Your task is now created and will appear in each collaborator's task list.
Go to a task's location from Home
From the Tasks tab in Home, if applicable, there are a couple ways to go to a task’s location once it’s created:
- Click the hyperlink in the Task or Location column in the tasks list.
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Click within the task’s row to open the details panel, and click the hyperlink at the bottom of the panel.