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General Tasks

What is and How to Create a General Project Task with option to Require Asset Upload

Laurel Capezzuto avatar
Written by Laurel Capezzuto
Updated over a year ago

Before you can create a general task, you must have access to your Mox workspace and have a role other than View and Download or View Only.

General Tasks are used for adding project files, setting attributes and tracking manual tasks.


Creating a General Task

Step 1: From the Home or Projects page, navigate to one of your projects and open it.

Step 2: On the OVERVIEW page in the Tasks section of your project, click + Create Task. Provide a name for your task. Enter an Owner and Due Date (optional).

Step 3: If you need to adjust the general task beyond what is shown inline on the Tasks section, click in its task row to open the task details. The task details panel opens.

Step 4: (Optional) If the task is related to replacing assets that are used for approval, click beside, Automatically restart this task if changes are requested on assets, to allow this task to restart.

Step 5: (Optional) If the task will be dependent on other tasks, you can add Dependencies.

Step 6: When you are finished editing the general task, click on your project's OVERVIEW page to close the task details.


Creating a General Task with the Requirement of Asset Upload

Step 1: Create your task following steps 1-5 from above.

Step 2: If the task requires an upload of an asset, click beside, Asset must be uploaded before task can be completed.

Note: The task owner must have the role of Editor or Librarian for this feature to work.

The task owner will not see the Mark as Complete action button on their task until Assets are uploaded.

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