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Managing Tasks And Documents

Attaching a File

You can attach any type of file to a task or document. Comindware Tracker keeps track of previous versions of the attachment if you need to update the attachment. Attachments are shared across all tasks and subtasks within a parent workflow task. To attach a file: 1. Select the task or doc to which you want to attach a file. 2. Click the ... Read More

Cloning a Task or Document

If you have to create and manage many tasks or documents of the same type, for example, payments, you may reuse your existing tasks and documents by cloning and slightly modifying them after they are cloned. You can create one or more exact copies of a payment, changing only required data. A cloned task or document is a separate entity from the ori... Read More

Creating a Related Task Or Document

While working on a task, you might need to start new activities that are related to your current work, such as: create a new software bug assign an issue create a new customer for a support request create a new supplier for a purchase request add an article to the knowledge base If your current task comes with references to other work elements an... Read More

Exporting to Microsoft Word

You can export any Comindware task or document to a Microsoft Word file. This feature may be useful if you need to: print an invoice or an order to a customer; create release notes for a new software release in a docx document, create a project changelog. To export a task or document into a Microsoft Word file: 1. In My Desktop, open a task ... Read More

Moving a Task to Another Application

If you face a situation where a task is not created in the right application, moving it from one application to another in a couple of clicks can be very useful. For example, there are software bugs related to different departments of your company. If a software bug is created in a department by mistake, it may be useful to move this bug to another... Read More