Adding Tasks

There are various ways in which Tasks can be added.

• Automatically added for Broken Links when a Sync is run.
• Manually added for one or more Articles by displaying a Task List, clicking Add Task and Searching for the Article(s).
• Manually added for one or more selected Articles, Links or Media on the Articles, Links or Media page as relevant by clicking New Task.
  
  
• Manually added for an Article from the Article View by clicking Article Tasks then clicking Add Task.
• Manually added for one or more selected Links from the Link Pane by clicking Link Tasks then clicking Add Task.
• Manually added for one or more selected Media from the Media Pane by clicking Media Tasks then clicking Add Task.

In this Article
Tasks Automatically Added for Broken Links when a Sync is Run

Manually adding a Task for an Article from the Task List
Manually adding a Task for one or more selected Articles, Links or Media

   Adding Tasks from the Article View, Link Pane or Media Pane 
Manually adding a Task for an Article from the Article View by clicking Article Tasks, then clicking Add Task
Manually adding a Task for a Link from the Link Pane by clicking Link Tasks, then clicking Add Task
Manually adding a Task for Media from the Media Pane by clicking Media Tasks, then clicking Add Task

Tasks Automatically Added for Broken Links when a Sync is Run

Whenever the Full Sync is run, or when a Quick Sync is run and there are there any changes to the content of articles, a Task is automatically created for any Broken Links that are found.

These display automatically in the Broken Links Tasks List.

The Assignee is automatically set as the user who ran the Full Sync.

• If a Task for a Broken Link has already been created automatically, but the link is not fixed, the next time the Sync is run, this will not create another duplicate Task. 
    
• If a Broken Links Task is deleted, or marked as Complete, but the link is not fixed, the next time the Sync is run the Task will be recreated.   

Manually adding a Task for an Article from the Task List

You can add a Task from the Task List by clicking Add Task and searching for the article.

1. In the Tasks pane on the left-hand side, click to select the relevant Tasks List that you want to add the Task for.
   
   
2. Click Add Task. 
   
   
   
   The Create a new Task displays with the List automatically selected.
   
   
   
   
3. Enter a Name for the Task. This displays as a summary of the Task in the Tasks List.
   
   
4. Search for the Title of the article you are creating the Task for. This will search for both published and draft articles.
   
   
   
   
5. Select the Assignee. The drop-down list displays the users who have access to your help Center Manager. You can click the Take it! link to select your own name.
   
   
   If you want to assign a Task to more than one user, you need to add this as a separate Task.
     
6. The List shows as the Tasks list that the Add Task was started from, and you can change this and select a different Tasks List.
   
   
   
   
7. Enter a Description of the Task. This displays when the Task is opened.
   
   
8. Click Save Task.
   
   

The Task displays in the relevant Tasks List, in the All Tasks and if you are the Assignee, in the Assigned to me list.

Manually adding a Task for one or more selected Articles, Links or Media

1. On the Articles, Links or Media page as relevant, select one or more Articles, Links or Media and click New Task. 
   
   The selected Articles, Links or Media display in the Create a new task.
   
   
2. Add the details in the same way as above (refer above to Manually Adding a Task for an Article using Add Task).

Manually adding a Task for an Article from the Article View by clicking Article Tasks, then clicking Add Task

1. From the Articles page, click the relevant article to open the Article View (refer to Article View).
   
   
2. Click Article Tasks.
   
   If there are already any Tasks for the article that have not been marked as "Complete", the number of open Tasks displays next to the button.
   
   
   
   
3.  The Tasks for this article displays.
   If there are already any open Tasks for that article, they display in the Tasks for this article.
   
   
   
   
4. To add a new task for the article, click Add task on the right-hand side.
   
   
5. Create a new task displays with the article already selected.
   
   
   
   
6. Add the details in the same way as above (refer above to Manually Adding a Task for an Article using Add Task).
   
   
7. Click Save Task.
   
   

The Task displays in the Tasks for this article and the number of Tasks next to the Article Tasks button will refresh when this is next displayed.

Manually adding a Task for a Link from the Link Pane by clicking Link Tasks, then clicking Add Task

You can manually add a Task for a Link. This can be for any Link, and does not need to be a broken link.

1. Display the Links page.
   
   
2. Click the relevant Link to display the Link pane (refer to Displaying Details about the Links in the Link Pane in Links Page).
   
   If there are already any Tasks for the link that have not been marked as "Complete", the number of open Tasks displays next to the button.
   
   
3. Click Link Tasks.
   
   
   
   
4.  The Tasks for this link displays.
   If there are already any open Tasks for that link, the details display in the Tasks for this link.
   
   
   
   
5. To add a new Task for the link, click Add task on the right-hand side.
   
   
6. Create a new task displays with the link already selected.
   
   
   
   
7. Add the details for the Assignee, List and Description in the same way as for an Article Task (refer above to Manually Adding a Task for an Article using Add Task).
   
   
8. Click Save Task.
   
   

The Task displays in the Tasks for this link and the number of Tasks next to the Link Tasks button will refresh when this is next displayed.

Manually adding a Task for Media from the Media Pane by clicking Media Tasks, then clicking Add Task

You can manually add a Task for Media. 

1. Display the Media page.
   
   
2. Click the relevant Media to display the Media pane (refer to Displaying Details about the Media in the Media Pane in Media Page and Media Pane).
   
   If there are already any Tasks for the media that have not been marked as "Complete", the number of open Tasks displays next to the button.
   
   
3. Click Media Tasks.
   
   
4. The Tasks for this media displays.
   If there are already any open Tasks for that media, the details display in the Tasks for this media.
   
   
   
   
   1. To add a new Task for the media, click Add task on the right-hand side.
      
      
   2. Create a new task displays with the media already selected. 
      
      
      
      
   3. Add the details for the Assignee, List and Description in the same way as for an Article Task (refer above to Manually Adding a Task for an Article using Add Task).
      
      
   4. Click Save Task. 
      
      

5. The Task displays in the Tasks for this media and the number of Tasks next to the Media Tasks button will refresh when this is next displayed.