There are various ways in which Tasks can be added.
- 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, on the Articles page as relevant by clicking New Task.
- Manually added for an Article from the Article View by clicking Article Tasks then clicking Add Task.
In this Article
Manually adding a Task for an Article from the Task List
Manually adding a Task for one or more selected Articles
Manually adding a Task for an Article from the Article View by clicking Article Tasks, then clicking Add Task
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.
- In the Tasks pane on the left-hand side, click to select the relevant Tasks List that you want to add the Task for.
- Click Add Task.
The Create a new Task displays with the List automatically selected. - Enter a Name for the Task. This displays as a summary of the Task in the Tasks List.
- Search for the Title of the article you are creating the Task for. This will search for both published and draft articles.
- Select the Assignee. The drop-down list displays the users who have access to your Help Center Translate. 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. - 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.
- Enter a Description of the Task. This displays when the Task is opened.
- 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
- On the Articles page as relevant, select one or more Articles and click New Task.
The selected Articles display in the Create a new task. - Add the details in the same way as above .
Manually adding a Task for an Article from the Article View by clicking Article Tasks, then clicking Add Task
- From the Articles page, click the relevant article to open the Article View (refer to Article View).
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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.
The Tasks for this article displays.
If there are already any open Tasks for that article, they display in the Tasks for this article.
- To add a new task for the article, click Add task on the right-hand side.
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Create a new task displays with the article already selected.
- Add the details in the same way as above..
- 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.