Introduction

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The Task and Messages node in the Workspace provides an easy to use way to view and perform tasks assigned to you as well as to view messages sent by you and to you. It consists of the following sub-nodes...

 
Inbox (Messages)
All the messages sent to you will be listed here. When you select the Inbox (Messages) node the Inbox (Messages) tab will appear in the Ribbon bar. The Inbox (Messages) tab has the following buttons...
 

Message: Click this button to create a new message.
Open: Click this button to open a message.
Delete: Click this button to delete a message from your Inbox (Messages).
Reply: Click this button to reply to a message.
Forward: Click this button to forward a message to another user.
Mark as Read: Click this button to mark a message as Read.
Mark as Unread: Click this button to mark a message as Unread.
Print List: Click this button to print the data displayed in the List View pane.
Export List: Click this button to export the data displayed in the List View pane.
Refresh: Click this button to refresh your Inbox (Messages).

 
You can view a message by selecting it in the List View pane, the message will be displayed in the Details pane. You can also double click it to open it in a new window.
 

The above section of the message displays the subject, senders information, date and time of the message. The lower section of the message is divided into tabs called Message and Attachments. The Message tab displays the message and the Attachment tab contains the attached documents (if any). Double-click on any document to view it in the Documents Details window.
 

You can reply/forward a message by clicking the Reply/Forward button on the message toolbar. You can delete a message by clicking the Delete button.You can use the Previous Message and the Next Message button on the top right corner of the window to navigate between the messages sent to you in the same window.
 

Inbox (Tasks)
All the tasks sent to you will be listed here. When you select the Inbox (Tasks) node the Task tab will appear in the Ribbon bar. The Task tab has the following buttons...

Print List: Click this button to print the data displayed in the List View pane.
Export List: Click this button to export the data displayed in the List View pane.
Refresh: Click this button to refresh your Inbox (Tasks).

 
You can view a task by selecting it in the List View pane, the task will be displayed in the Details pane.

 

The left section of the task window is divided into tabs called Information and Attachments. The Information tab will show you the message and the comments of the user who has assigned the task. The Attachment tab contains documents (if any) that have been attached to the task. Double-click on any document to view it in the Document Details window. The right section of the task can be used to select a action for the task and enter your comments about the task. Select Yes/No option from the Approved drop-down to approve/reject the document. Enter your comments in the Comments box. Click the Apply button to complete the task.
 

You can use the Previous Task and the Next Task buttons on the top right corner of the window to navigate between the tasks assigned to you in the same window.
 

Sent Messages
All the messages that were sent by you will be listed here. When you select the Sent Messages node the Sent Messages tab will appear in the Ribbon bar. The Sent Messages tab has the following buttons...
 

Message: Click this button to create a new message.
Open: Click this button to open a message.
Delete: Click this button to delete a sent message.
Forward: Click this button to forward a message to another user.
Print List: Click this button to print the data displayed in the List View pane.
Export List: Click this button to export the data displayed in the List View pane.
Refresh: Click this button to refresh your Sent Messages.

 
You can view a sent message by selecting it in the List View pane, the message will be displayed in the Details pane. You can also double click it to open it in a new window.

The above section of the message displays the subject, date and time of the message. The lower section of the message is divided into tabs called Message and Attachments. The Message tab displays the message and the Attachment tab contains the attached documents (if any). Double-click on any document to view it in the Documents Details window.
 

You can forward a message by clicking the Forward button on the message toolbar. You can delete a message by clicking the Delete button.You can use the Previous Message and the Next Message button on the top right corner of the window to navigate between the messages sent to you in the same window.
 

Drafts
All the messages that are created and saved will be listed here. When you select the Drafts node the Draft Messages tab will appear in the Ribbon bar. The Draft Messages tab has the following buttons...
 

Message: Click this button to create a new message.
Open: Click this button to open a message.
Delete: Click this button to delete a message from your Inbox (Messages).
Send: Click this button to send a message.
Print List: Click this button to print the data displayed in the List View pane.
Export List: Click this button to export the data displayed in the List View pane.
Refresh: Click this button to refresh your Inbox (Messages).
 

Completed Tasks
The Completed Tasks node will have all the tasks that were completed by you. When you select the Completed Tasks node the Task tab will appear in the Ribbon bar. The Task tab has the following buttons...
 

Print List: Click this button to print the data displayed in the List View pane.
Export List: Click this button to export the data displayed in the List View pane.
Refresh: Click this button to refresh your Completed Tasks.

 
You can view a completed task by selecting it in the List View pane, the task will be displayed in the Details pane. You can also double click it to open it in a new window.
 

The left section of the task window is divided into tabs called Information and Attachments. The Information tab will show you the message and the comments of the user who assigned you the task. The Attachment tab contains documents (if any) that have been attached to the task. Double-click on any document to view it.
 

You can use the Previous Task and the Next Task buttons on the top right corner of the window to navigate between the tasks completed by you in the same window.
 


 

Related Topics

Send a Message to Globodox Users
Approve a Document

 

 


Page URL: http://www.itaz.com/globodox/help/index.htm?tasks_messages_intro.htm