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Perceptive: Tasks

Introduction to Tasks

01 Introduction 2 m
02 Demonstration 7 m

Task Template Configuration

03 Configuration Essentials 2 m
04 Task Template: Properties 2 m
05 Task Template: Components 3 m
06 Task Template: Actions & Assignment 2 m
07 Task Template: Reasons & Due Date 3 m
08 Task Template: Security 4 m

Tasks in Action

09 Assigning a Task 4 m
10 Completing a Task 2 m
11 Reviewing a Task 2 m

Tasks with Workflow and Email Notifications

12 Tasks and Workflow Overview 3 m
13 Tasks and Workflow Demonstration 11 m
14 Enabling Email Notifications for Tasks 5 m

Final Assessment (Earn 80% or higher to earn credit)

15 Final Assessment 5 m

Tasks alert Perceptive Content users that work needs to be done. In this course, learn to configure, create, assign, complete, and review tasks.

This course is designed for the intermediate level Perceptive Content System Administrator. It is recommended that you have completed Perceptive: Content for Administrators (ILT) or you have comparable on-the-job experience with the Perceptive Content Management Console administrative functions.

  • Perceptive Content
  • eLearning
  • P1860
  • Intermediate
  • 57 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Reviewing Document Details and History
  • Enabling the Task Toolbar
  • Adding Task Comments
  • Expediting a Task
  • Linking to Tasks from Email