Click on a relevant link below to continue:

Users on Asite can share tasks with other users on forms to collaborate. To use statuses on a particular form type, they need to be enabled on that form type and the same can be accomplished from 'Manage App Settings'.

Click on the below links to access their detailed help:

This task allows the recipient to respond to a form message. Below are the steps to complete a 'Respond' task:

1. To complete a 'Respond' task once received, click the 'Respond' task under the 'My Tasks' column opposite the relevant form record from the forms listing.

2. It will open the 'Reply' form view wherein you can enter your form response. Fill in the required information to proceed further.

3. Click here for detailed help on how to distribute this form reply.

4. Click here for detailed help on how to attach an external file to this form reply.

5. Click here for detailed help on how to associate a file to this form reply.

6. Click here for detailed help on how to associate an aMessage to this form reply.

7. Click here for detailed help on how to associate another form to this form reply.

8. Once done, click 'Send' to confirm your reply to the form and complete your task.

This task allows the recipient to change the status of a particular form record. To complete an 'Assign Status' task received, click the 'Assign Status' task under the 'My Tasks' column opposite the relevant form record from the forms listing.

You will see the 'Status Change' window and you can change the status of this form from there and capture your status change notes as well. Click here for detailed help.

This task allows the recipient to view the form in a new browser window or tab and you need to reply to the original form with attachments.

Click 'Attach Docs' in the 'My Tasks' column opposite the relevant form record and the form will open in a new browser tab or window. You will need to reply to the form and while doing so attach docs to the form, this will complete your task for 'Attach Docs'.

This task allows the recipient to distribute the form to other users and collaborate further.

Click 'Distribute' in the 'My Tasks' column against a form record and it will open a new popup window of 'Distribute'. It contains the 'To' and 'Subject' fields and details regarding previous message distributions shown at the bottom.

Below is a description of the various icons available:

Click in the 'To' box to see a list of users, roles or distribution groups from which you can add a recipient name for distribution. Type in the initial characters of the user, role or distribution group to get auto-suggestions based on the same.

To expand distribution groups or roles and find the users in them, click the expand icon that will appear upon mouse hovering over the concerned distribution group or role name.

Use the checkbox to select users and choose tasks to be assigned to them using the corresponding task dropdown. Tasks that are enabled in relevant form settings configuration will only be available for selection.

Select a particular date for task completion by clicking the calendar icon.

Click the envelope icon to disable email notification for this specific form distribution. Once disabled, the icon colour would change to grey. Based on the email notification preferences of the user to whom the form is being distributed and the selected task type, you may or may not get an option to send them an email notification.

Click the clone icon to give other tasks to the same user. You can do this for individual users as well as users in a particular distribution group or role.

The users added to the distribution will appear at the top along with details regarding the form task assigned to them. Upon mouse hover, it will also show the details of the user like their organisation and email address. Click the cross icon corresponding to the name of selected users to remove them from distribution.

To bulk apply the same form task and task due date to multiple users:

1. From the options available at the top right side, select the task name, and task due date / select number of days and click the email notify icon.

2. Click the bulk apply icon available at the top right to apply the corresponding criteria to all selected users or roles or distribution groups.

Once done with selecting users and assigning tasks to them along with the due date, click 'Close' to proceed further with distribution or click 'Clear' if you want to reset the entered data and start a fresh distribution.

Enter a subject for this distribution as needed and click 'Distribute' to complete the distribution.

This task allows the recipient to acknowledge a particular form.

Click on 'For Acknowledgment' in the 'My Tasks' column against a form record and a new popup window of 'Acknowledgement' will appear. Select the checkbox and click on 'Submit' to complete the task.

This task asks the recipient to complete a particular action on a form as per the mentioned task notes if applicable.

To complete the 'For Action', you need to complete the action which you are asked to do and then click on 'For Action' in the 'My Tasks' column against a form record. A new popup window of the task appears. Key in your remarks and click 'Submit' to complete the task.

This task informs the recipient about a particular form which is created.

To complete the 'For Information', the user needs to click 'For Information' in the 'My Tasks' column against a form record. The form will open in a new browser window or tab and the 'For Information' task will be completed (once the form is viewed).

This task allows the recipient to review a draft form.

To complete the 'Review Draft' task, the user needs to click on 'Review Draft'. Form draft opens in a new popup window, the draft can be reviewed and can be distributed further to other recipients with tasks and its timeline and click 'Save' to complete that 'Review Draft' task.

Users selected for distribution will have incomplete tasks on the form. Based on the email preferences of the user to whom the form is being distributed and the selected task type,

you may or may not get an option to send them an email notification.

Go to the relevant form group in the 'Project Forms' tab and select the form type on which there are forms containing incomplete tasks to be cleared.

Click the form title to view the form in Asite Viewer, then follow the steps to clear tasks on that particular form.

Click here for detailed help on how to clear tasks from the distribution view in the 'Project Forms' area.

Go to the relevant form group in the 'Project Forms' tab and select the form type on which there are forms containing incomplete tasks to be delegated.

Click the form title to view the form in Asite Viewer, then follow the steps to delegate tasks on that particular form.

Click here for detailed help on how to delegate tasks from the distribution view in the 'Project Forms' area.

Go to the relevant form group in the 'Project Forms' tab and select the form type on which there are forms containing incomplete tasks to be deactivated.

Click the form title to view the form in Asite Viewer, then follow the steps to deactivate tasks on that particular form.

Click here for detailed help on how to deactivate tasks from the distribution view in the 'Project Forms' area.

Go to the relevant form group in the 'Project Forms' tab and select the form type on which there are forms containing incomplete tasks to be cleared.

Click the form title to view the form in Asite Viewer, then follow the steps to reactivate tasks on that particular form.

Click here for detailed help on how to reactivate tasks from the distribution view in the 'Project Forms' area.