Managing contribution tasks efficiently ensures that all collaborators can make necessary edits during a document's draft stage. This guide will help you assign and manage contribution tasks for your policies and contracts.
Steps to Assign Contribution Tasks:
Navigate to the Policy and Contract Workspace:
On the homepage, click on Policy and Contract Workspace to enter the area where your documents are stored and managed.
Open the Dashboard:
Once in the workspace, click on Dashboard to access your list of documents.
Select the Document:
Choose the document from the Dashboard list for which you want to assign tasks.
Edit Details:
Navigate to the Details tab
(Note: Only System Admins and the Policy Owner can edit these details.)
Assigning Contribution Tasks:
Click the Pencil Icon:
Scroll down to the Assignments section.
To assign contributors, click the small pencil icon next to the Contributors section.
Add Contributors:
In the pop-up window, type the name of the group or individual you wish to add as a contributor.
Select the correct group or individual from the list that appears.
Note: Contributors will have edit rights to the document while it is in the draft state.
Edit Entity Groups (Optional):
If you need to modify the groups available for assignment, you can edit the entity groups by navigating to the GRC List on the left-hand side of the navigation bar.
Set Task Deadline:
Specify how many days the contributors have to complete their tasks by entering the time frame in the Days to Complete field.
Edit Task Description:
Customize the task description to provide clear instructions or expectations for the contributors. This helps ensure that everyone knows what needs to be done within the set deadline.
Click Next
If you have any questions or need further assistance, please don't hesitate to reach out for BoardX support.