Creating a Task from the page manager Creating a Task from the page manager Creation Date: March 26, 2024 Created By: Oren Shapiro View most recent version # Advantage 1. Click on Task Manager 2. Click on Refresh… 3. Click on Page Manager 4. Click on Welcome Page… 5. Click on Content 6. Click on Create Task 7. Click on Review Task 8. Click on Task Status… 9. Click on Feedback 10. Click on Assigned Role… 11. Click on Granite User 12. Click on Task State… 13. Click on Assigned 14. Click on Assigned Person… 15. Click on Not Assigned 16. Click on Ahmad Abdalla 17. Click on Open the calendar popup. 18. Click on 5:00 PM 19. Type "Specify a title " 20. Type "Specify instructions " 21. Click on Save 22. Click on Save & Close 23. Click on Back to List 24. 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 View most recent version # Advantage 1. View your task from the Advantage Dashboard 2. 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 4. Specify a Title 5. Specify a Description 6. Click on the Goto Page to deep-link to the data or content 7. Review the request 8. Click on Back to Task 9. Add a rolling comment as instructions 10. Assign the request to the correct resource 11. Click on Save 12. Click on Close Task… 13. Click on Back to List 14. 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 View most recent version # Advantage 1. Click on any tool listed under the content manager. (We have selected news for this guide.) 2. Click on the Edit icon 3. From the toolbar select a task type 4. Once the workflow screen loads set a Task Status… 5. Assign a Role… 6. Set a Task State… 7. Assign a Person… 8. Set a Due Date 9. Specify a Title 10. Add your instructions 11. Click on Save & Close