Task Menu on the File View Tab

You will find the commands that you need to manage tasks (create, lock, unlock, route, etc.) on the Task menu on the File View tab. You will also find most of the same commands on the Task menu on the To Do List tab. The table below provides a brief description of the commands on the menu that appears on the File View tab. You can use the commands that are common (available) on both the File View and To Do List tab to accomplish the same functions when you are viewing either tab.

Click a menu item to learn more.

	Menu Command	Use to
	Create Task on Selected	Create a task on the item selected in Desktop
	Lock and Open	Lock and open the task selected in the to do list
	Lock all Tasks in this File	Lock all tasks in the file being viewed
	Lock Tasks	Lock task selected in the file being viewed
	Unlock Tasks	Unlock the tasks selected in the navigation pane
	Unlock all Tasks	Unlock all tasks in all files
	Unlock all Tasks in this File	Unlock all tasks in the file being viewed
	Task Note	Open the Task Note dialog box
	Change Priority	Change the importance of the selected task
	Set Task Attributes	Set the attributes of the selected task
	Reschedule	Reschedule the selected task for a future date
	Hold	Place the selected task on hold
	Kill	Remove the selected task from the workflow
	Manual Routing	Route the task outside the normal workflow step progression
	Release	Release the task to the next step in the workflow
	Return to Sender	Return the task to person who released it last
	Change Task Target	Move the task to a different level in the file
	Set Task as Independent	Change selected subtask to independent task
	Status of Sub/Parallel Tasks	View the status of subtasks
	History	Open the Task History tab
	Refresh Task List	Refresh the list of tasks
	Properties	View the properties of the task, workflow name for example

As an alternative to the Task menu on the menu bar, you can use the task menu that is associated with the task branch in the navigation pane.

• Right-click the task branch to display the menu, and then select the appropriate command.

Task Identification

You can easily identify files that have tasks associated with them and the status of those tasks.

When tasks are associated with a file, the number of tasks will be displayed in the navigation pane on the Tasks branch. To see more information about the tasks, click  or as needed to expand the tree structure.

To find the task in the file structure and view the related image (document, etc.), simply select the task that you would like to view. The corresponding item in the structure will be selected and displayed in Image Viewer.

The appearance of the icons and Desktop will change based on the status of the task. These tips will help you determine the current status of tasks.

Appearance	Description
	Task is unlocked.
	Task is locked and can be processed.
	Task is being processed by the ImageRight Workflow Processor.
	One or more tasks are locked.
	Task related level in file structure is highlighted when the task is locked.
	File information pane is green when a task is locked.

The description (Review claim in our example) of each task is shown in the navigation pane. You can change the description if needed.

1. Lock the task that you would like to change.
2. Click the existing description slowly twice.
3. When the (edit) box appears around the description, type the new description.
4. Press Enter to save your changes. Press Esc first to dismiss the edit box and restore the original description.