Creating a Task

Create a task to ask someone to approve or deny a document by a specific date. The person assigned to the task (the assignee) will receive temporary access to the document in order to complete the task.

To create a task on a document, you must have sufficient rights to edit the document. To assign a task to an external party, you must have sufficient rights to share the document by link. You cannot create tasks on documents you have accessed using a shared link.

To create a task on a document in ShareBase:

  1. Open the document.
  2. Select the Create a Task button in the action toolbar.
  3. In the Assign to field, enter one of the following:

    • The name of an internal ShareBase user

    • The email address of an external party

  4. Enter task instructions for the assignee.
  5. Select a due date for the task.
    Tasks must be due within 90 days of creation. You may have to select an earlier date for tasks assigned to external parties, depending on your system's settings.
  6. Select Create. Task information is emailed to the assignee.
    To view information about this task and any others you have created, see Viewing Your Tasks.