Create a folder task - Create a folder task - You can create and assign document deficiency and pointer tasks for an entire folder. To create folder tasks, complete the following steps. - Perceptive Content - Use Records - Perceptive-Content/Use-Records/Foundation-24.1/Use-Records/Use-Process/Process/Use-tasks/What-are-Folder-Viewer-tasks/Create-a-folder-task - Foundation 24.1 - Foundation 24.1

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License
ft:lastPublication
2024-04-02T13:45:34.194000
ft:locale
en-US

You can create and assign document deficiency and pointer tasks for an entire folder. To create folder tasks, complete the following steps.

  1. Open the folder.
  2. In Folder Viewer, click View > Toolbars > Tasks.
  3. On the Tasks toolbar, perform the following substeps:
    1. Right-click the New pointer task or the New document deficiency task button to display the available task templates.
    2. In the template list, click the template you want to use for task creation.
    3. In the New Task dialog box, set your options on the Assignment and Options tabs and then click OK.
  4. Click OK.
  5. Click File > Close.