{"id":20435,"date":"2024-02-16T16:01:43","date_gmt":"2024-02-16T15:01:43","guid":{"rendered":"https:\/\/help.openbee.com\/creating-a-unit-task\/"},"modified":"2024-02-19T12:37:43","modified_gmt":"2024-02-19T11:37:43","slug":"creating-a-unit-task","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/administrators-guide\/administration-du-workflow\/creating-a-unit-task\/","title":{"rendered":"Creating a Unit Task"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<p>To create a <strong>single task<\/strong> , simply&nbsp;:<\/p>\n<ul>\n<li>View the document.<\/li>\n<li>Click Document <strong>Actions<\/strong><\/li>\n<li>Click <strong>Assign Task<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356049-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356049-translated.png\"><\/p>\n<p>A window will appear, you will have to fill in all the fields starting by choosing the&nbsp;<strong>Recipients&nbsp;:&nbsp;<\/strong> You can assign the task to one or more recipients.<\/p>\n<p>&#8220;Define if&nbsp;<em>Only one user needs to process the task<\/em>&nbsp;or&nbsp;<em>if all users need to process it.&#8221;<\/em><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356050-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356050-translated.png\"><\/p>\n<p>Choose the <strong>Action<\/strong> by clicking on the drop-down list:<\/p>\n<ul style=\"list-style-type: square;\">\n<li><strong>For information<\/strong><\/li>\n<li><strong>For Completion<\/strong><\/li>\n<li><strong>For Broadcast<\/strong><\/li>\n<li><strong>For printing<\/strong><\/li>\n<li><strong>For Approval<\/strong><\/li>\n<li><strong>For comment<\/strong><\/li>\n<\/ul>\n<p><strong>Or Enter a custom action<\/strong><\/p>\n<ul>\n<li>Set the validity period of the task in the &#8220;<strong>Due&nbsp; date<\/strong>&#8221;&nbsp; field<\/li>\n<li>Click on the &#8220;Notify supervisor when task <em>is processed&nbsp;&#8221; <\/em>checkbox to receive approval or rejection notifications when creating a simple task.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356052-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356052-translated.png\"><\/p>\n<ul>\n<li>Click on <strong>Validate<\/strong><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356051-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356051-translated.png\"><\/p>\n<p>Once you validate the task, an email notification is immediately sent to the recipient(s) that contains all the information&nbsp; of the task with a link in the footer of the email.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356053-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356053-translated.png\"><\/p>\n<div class=\"aui-message hint shadowed information-macro\">\n<div class=\"message-content\">\n<p>You can also assign a task by pointing the cursor directly at the desired document, right-click, a <span style=\"color: #353b47;\">context menu will be displayed click on &#8220;<em>Assign a task<\/em>&#8220;<\/span><\/p>\n<p><span style=\"color: #353b47;\"><img decoding=\"async\" class=\"confluence-embedded-image image-center\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356054-translated.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356054-translated.png\"><br \/>\n<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>To create a single task , simply&nbsp;: View the document. Click Document Actions Click Assign Task A window will appear, you will have to fill in all the fields starting by choosing the&nbsp;Recipients&nbsp;:&nbsp; You can assign the task to one or more recipients. &#8220;Define if&nbsp;Only one user needs to process the task&nbsp;or&nbsp;if all users need [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20491,"menu_order":6,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20435","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20435"}],"version-history":[{"count":1,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20435\/revisions"}],"predecessor-version":[{"id":20494,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20435\/revisions\/20494"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20491"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}