Sign and Needs Review Task Items

This lesson will discuss the Action/Status settings needed for the Task to be auto removed from the Task list when the associated document is signed off.

Add Task as Sign/Needs Review

Add Task as Sign/Needs Review

When adding a task, if the user selects the Action/Status item "Sign" or "Needs Review," the Task list item will be automatically removed when its related document is signed off. Otherwise, the Task List Item will remain on the task list until manually completed.


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