Licensor Help

How do I manage tasks?

Updated on

Confidentiality Notice

This document may contain information of a confidential, proprietary and/or sensitive nature. This document and the information in it may not be reproduced or disclosed to any unauthorized users without the prior written permission of FilmTrack, Inc (here-to-forth known as ‘The Company’). Any unauthorized reproduction or disclosure of this document or the information contained in it is strictly prohibited. All authorized reproductions (either in whole or in part) shall bear this confidentiality notice.

Tasks are wonderful tools to help track various milestones during the life of an Agreement.  Tasks  assigned by the Licensor can be assigned to an internal user or to a Licensee; tasks assigned by the Licensee can only be assigned to their internal users.  The task "owner" will receive an email when a task is assigned, and if it is not completed prior to the due date, will receive another email that it is past due.  You can view and manage your tasks several ways, add comments, edit, reassign and complete tasks. Email notices are sent each time a task is reassigned and at its completion.  

 

To view all Tasks assigned to you, select "Tasks" from the Dashboard.

This view will show your open Tasks

This view shows open tasks that you have assigned

This view shows all tasks. You can switch between open and completed tasks from any view.

You can also view tasks for a specific Agreement by accessing the agreement, then selecting the highlighted number under "Tasks"

This view shows only the tasks applicable to this Agreement

Dates that show up red indicate past due.

From this window, you can

1.  Add comments by selecting the highlighted number

2.  Mark the task complete by checking the box

3.  Edit the task

4.  Delete the task

To insert a comment, add the comment in the comment box and select "Make Comment"

As the Licensor, you can see all tasks that have been assigned, along with comments you have made

But the Licensee can only see the tasks they have been assigned.

Licensee View

Once a task has been marked complete (whether by you or the licensee) you will receive an email so that you can verify that action has been taken

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article How do I create Tasks?
Next Article How do I create and manage Alerts?
RoyaltyZone © 2021