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Working with Tasks

Files can be assigned to an individual or to an entire workgroup. Within a workgroup environment, product managers assign files to different workgroups. Product managers can then monitor the progress of the workgroups through the Assigned To and Review Status reports. Within the Tasks view, the product managers can oversee the individual workgroup monitors as well as each assigned task.

When assigning a file, you can add a review status that explains the type of work done on the file. If a file requires a legal review, for example, create the review status legal review, indicate the file's status, and then assign it to the person responsible for accomplishing this task. When the legal review is complete, that person can classify the task as approved.


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