Managing Tasks And Documents

Attaching a File
Viewed 122 times since Wed, Dec 5, 2018

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 ...
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Exporting to Microsoft Word
Viewed 117 times since Wed, Dec 5, 2018

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 chan...
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Creating a Related Task Or Document
Viewed 106 times since Wed, Dec 5, 2018

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...
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Moving a Task to Another Application
Viewed 102 times since Wed, Dec 5, 2018

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. I...
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Cloning a Task or Document
Viewed 100 times since Wed, Dec 5, 2018

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...
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