Document Subtasks

Document subtasks are Project deliverables associated with a Task which require you to upload a document in order to be marked complete.

Document subtasks are represented by the Document Subtask icon, which works similarly to the menu stacks button.

Upload a document to a Document subtask:

Navigate to a Project home page.
In the Schedule section, scroll to the desired Document subtask.
Click the Document Subtask icon, then click Upload.

A new window appears.
Complete the form. Required fields are marked with a red asterisk (*).
In the Select File field, click the Select button to choose a document.
When the form is complete, click Upload.

The window closes, and the Project home page refreshes to display the subtask's status as Uploaded.

You can upload more than one version of the document.

Once a document has been uploaded to the Document subtask, users can click the Document Subtask icon to perform the following actions:

View/Download: Open the document in a separate browser window.
Send File: Create an email message containing the file to send to recipients.
Mark N/A: Mark the subtask as not applicable to the Project.
Mark as Reviewed: Allows you to review the document and mark the Document subtask as reviewed.
Reject: Allows a reviewer to reject the document and mark the Document subtask as rejected.

Once a document has been rejected, a new version must be uploaded to make the subtask active again.
Document History: Displays a history of the document's modifications, including the users who made the change and the date of the action.
Lock File: Allows the user to prevent other users from modifying the document until it is unlocked.
Clipboard: Contains various options for Clipboard functions associated with the document.

For more information on this topic, see Clipboard.
Add Note: Allows you to create a Note associated with the subtask.
Subscribe: Allows you to create a notification subscription for the subtask.
Log: Displays a log of various actions taken on the subtask.