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@Mention a person or group in a task to highlight it and make it more prominent for those @mentioned.
Who Can Do This : Admins with .
To @Mention a person or group in a task:
Go To a Transaction :
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Highlight Docs That Match Tasks
When reviewing completed tasks on a transaction, you can quickly identify the doc that corresponds to that completed task.
If the name of a doc on the transaction matches (is contained in) the name of the...
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Last Updated: 08/02/2024
in Guides Topics Checklists & Tasks
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View a Daily Task Reminder email you received when you had tasks due soon or overdue.
Who Can Do This : who receives the Daily Task Reminder Email.
To view your received Daily Task Reminder Email:
Open Email...
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Send Daily Task Reminder Emails to yourself automatically whenever you have tasks due today, tomorrow, or overdue.
Who Can Do This : .
To set up automatic Daily Task Reminder Emails for yourself:
Go to Your ...
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Send Daily Task Reminder Emails to an agent automatically whenever they have tasks due today, tomorrow, or overdue.
Who Can Do This : with .
To set up automatic Daily Task Reminder Emails for an agent:
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Managing a transaction's workflow efficiently requires setting due dates for tasks. To enhance flexibility, agents can be granted the ability to edit certain task due dates directly within their transactions. Allowing agents to adjust due...
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Save custom sorts and searches for quick access to transactions, tasks, and docs you need frequently.
Introduction
My Shortcuts is your personal list of shortcuts in the left menu of most pages throughout Paperless Pipeline. ...
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Last Updated: 07/31/2024
in Guides Topics Checklists & Tasks
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Edit a checklist to change its title, add or edit tasks, or set task due dates and visibility types.
Who Can Do This : People with this permission can add new Things. State the audience (person's role) and define any necessary...