Edit tasks

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    Tasks are components of digital business processes. Discover how you can work on your tasks.

    Based on configured magnets in combination with digital stamps, the app shows the user tasks to be completed with documents.

    Administrators prepare the magnets and stamps in a vault. Typically, these are processes customized for a company.

    The integrated Solution Store contains prepared standard processes that can be installed directly in the app. More information can be found here.

    Workflows that create tasks for users are currently still administered in the client for Windows.

    View the tasks of a vault

    1. Select Me in the topic bar
    2. Select the desired vault from the list of vaults that appears
    3. Select tasks in the topic bar
    4. Select one of the displayed tasks from the list that appears
    5. Select one of the documents that appear to process the task
    6. Complete the task (see below)

    Open tasks of all vaults

    In addition to selecting a specific vault to edit a task here, all vaults with all tasks can be displayed.

    • Smartphone (Einspaltig)
    • Desktop (Mehrspaltig)
    1. Select Me in the topic bar
    2. Select tasks in the topic bar
    3. Select the desired vault from the list of vaults that appears. The number of documents for the tasks in this folder is displayed after the vault name
    4. Select one of the displayed tasks from the list that appears
    5. Select one of the documents that appear to process the task
    6. Complete the task (see below)
    1. Select Me in the topic bar
    2. Select tasks in the topic bar
    3. Select the desired vault from the list of trays that appears on the left-hand side. After the vault name, the number of documents of the tasks in this vault is displayed or …
    4. Select one of the displayed tasks from the list that appears on the right-hand side
    5. Select one of the documents that appear to process the task
    6. Complete the task (see below)

    Edit task

    After selecting a document from the tasks of a vault, a stamp and/or a note is typically applied. You must know what the specific task is in organizational terms (job description).

    Apply note

    Annotations can be texts, color markings, graphics and also handwriting.

    You can read about adding annotations in the chapter Annotating documents.

    Apply stamp

    The app typically uses stamps for decisions or confirmation of tasks.

    Depending on the configuration, stamps consist of optical stamps and the modification or application of features and their values.

    An optical stamp describes a stamp with which a graphic representation of the decision is applied to the document. This is shown by a preview of the stamp graphic in the stamp selection.

    With or without the optics of the stamp, tags and their values are typically also applied to the document at the same time or existing values are changed.

    If a note or stamp has been applied incorrectly by mistake, this can be achieved by restoring a previous version via the classic client for Windows.

    The app does not currently support stamps in which data is entered or edited in the stamp selection. Use the classic client for Windows for this.

    The stamps are currently still managed in the classic client for Windows.

    1. After selecting a document from the tasks , the full-page preview appears
    2. A dialog with the stamp selection appears at the position of the action button at the bottom right
    3. If necessary, select the preview page (see chapter Full page preview) where the desired stamp is to be placed
    4. The stamp selection shows a visual preview of digital stamps that can be applied, possibly with placeholders for information that is automatically replaced when the stamp is applied.
    5. Select the list icon at the bottom left of the dialog to view a simple list of stamps. Selecting the preview icon that then appears switches back to the preview.
    6. To skip the current document and go to the next document, select the symbol of the page with the integrated X at the bottom right.
    7. To cancel the process, select the red X symbol
    8. The application of a stamp is described below

    Quick application of a stamp

    The quick application of a stamp is very effective for the processing speed of tasks. The following aspects must be observed during use:

    • The placement of the stamp graphic of an optical stamp is ignored. Either the default position of the stamp on the preview or a previous manual placement is used
    • It is no longer possible to change the size of the stamp graphic of an optical stamp after it has been applied
    • Optischer Stempel
    • Stempel ohne Vorschau
    1. Double-clickor touch an optical stamp in the stamp selection to place this stamp in a standard position and open the next document directly
    1. Double-clickor touch a stamp in the stamp selection to apply this stamp to the document and open the next document directly

    Normal application of a stamp

    The normal application of a stamp offers more possibilities than the quick application.

    • The placement of the stamp graphic of an optical stamp is ignored. Either the default position of the stamp on the preview or a previous manual placement is used
    • It is no longer possible to change the size of the stamp graphic of an optical stamp after it has been applied
    • Optischer Stempel
    • Stempel ohne Vorschau
    1. Click or touch an optical stamp in the stamp selection
    2. The optical stamp is displayed at a standard position in a blue marking frame or at a position where the stamp has already been placed before
    3. Hold down a finger or the mouse pointer within the marking frame to move the stamp to a different position on the preview page. The marking frame must not exceed the preview side on any side. Then release the mouse button and finger.
    4. Hold down the mouse pointer or your finger on the blue circle of the marking frame to change the size of the stamp preview. The marking frame must not exceed the preview side on any side. Then release the mouse button and finger.
    5. Select the red garbage can to remove the stamp . The stamp selection is then displayed again.
    6. Confirm the stamp with the green check symbol or …
    7. If further stamps are applicable, the stamp selection (see from step 1) of this list appears again or …
    8. Cancel the dialog by selecting the red X symbol or …
    9. Select the symbol of the page with the red X to stop stamping this document and call up the next document
    1. Click or touch a stamp in the stamp selection
    2. If further stamps are applicable, the stamp selection (see from step 1) of this list appears again or …
    3. Cancel the dialog by selecting the red X symbol or …
    4. Select the symbol of the page with the red X to stop stamping this document and call up the next document

    Export stamped document

    Use the Share document function to share the document as a PDF preview with annotations with external persons.

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