‘Tasks’ is one of Box’s latest workflow tools to help you create, assign and manage tasks related to individual files. This feature will allow you to assign a task to yourself, and/or your Collaborators. **Currently, Tasks can only be created if comments are enabled.
Creating a Task
In the comments section of the file page, select ‘assign a task.'
The comments section will convert to an 'Add Task' section.
In the main text field, you can add a brief description of your task to help the recipient understand your task. Select a task type by clicking the yellow icon under the description section. Lastly, enter the name of the collaborators who you would like to have complete the task. Click ‘Add Task’ to complete and assign your task. **Please note that you can only assign tasks to existing collaborators in the folder. If you would like to assign a task to a person who is not already a collaborator, you will first need to invite them to join the folder, then assign the task.
Editing a Task
Only the creator of the task can edit the task. To edit the task simply locate the file associated with the task and click on the comment icon to the right of the file name. There you will be able to view all the tasks and comments associated with the file. Mouse over the task, then click on ‘Edit’ to make changes to the task.
Completing a Task
If you have been assigned a task you will receive an email notification, to go directly to the task please click on the link provided in the message. Additionally, you will see task notices on the ‘Pending Items’ side menu shown on the ‘All Files’ page and the ‘Updates’ page. Clicking on the notices will take you directly to the task.
To complete the task, select "Complete" from the drop down menu and click "Submit". If you would like to add a comment for the creator of the task, you can enter it in the text field before you click "Submit". You can also leave a comment on the task without completing it, by marking the task as "Incomplete" from the drop down menu.
Declining a Task
To decline a task, simply use the pending items menu or the link shown on the notification email to navigate to the task. Once there, click on the drop down menu, select "Decline Task" and then click "Submit".