Document Review task

The creation of a task implies an order to be made: create a new document, make a change in a document or request a revision.

Below we explain the type of task Review Document.

Review document from the Web Application

To send a document for review, you need to go to Document from the main menu and there to Review Document.

A screen will be displayed in which you must define the content of the task order (WHAT), in which document to make the modification (WHERE) and then those responsible for carrying it out (WHO).

WHAT

Defines the type of revision needed, description of the task

A. Task name: short text used to identify the task in the listings (maximum 60 characters)

B. Priority: level of priority assigned to the task. It is indicated by the number of stars. It can be changed by clicking on the stars or by saving the task for the first time

C. Task description: detailed text on the revision to be made

D. Attachments: files that can be added to better explain the task. (up to 10 and adding up to 20mb in total)

WHERE

The files that need revision are selected.

E. Documents to be reviewed: select the documents that need to be reviewed

WHO

This section defines the roles within the task: owner or holder of the task, assigned to perform it and the task reviewer.

F. Owner of the task: this is the person who approves the revision and if changes are needed will create the "modification" task

G. Assigned user: in this case it is not used since only the task will be reviewed. In case changes need to be made, it would become a "modification" task

H. Reviewers: external persons who will be able to give their opinion on the task. The system will send them an email with an access link to the review screen, there they will be able to comment on the documents, but they will not be able to ask for changes, that role is occupied by the owner of the task.