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Sharing your content and Assigning Tasks via Distribution
Sharing your content and Assigning Tasks via Distribution

This article helps you understand how to distribute your content (including files or forms) on Asite with other members.

Updated this week

Distribution is a widely used feature on Asite. Within your Asite project, it enables you to share your content, assign tasks on them (with due dates as applicable), and collaborate with other team members, irrespective of whether you share a file or a form.

Whenever initiating a distribution on Asite, a distribution window appears as seen in the below snapshot.

Following is a description of the steps you need to follow:

1. To start distributing, click inside the 'To' box and select recipients, tasks to be distributed, and timeline for each task as applicable. The 'To' field is mandatory to fill.

  • Clicking on the 'To' box populates a dropdown list of project users / distribution groups / roles / organizations. Pick recipients to add for distributing selected content objects (i.e. a file or a form), by manually ticking their names using the corresponding checkboxes.

    • If required, type in the initial characters to get auto-suggestions based on the same, then select the required names using the corresponding checkboxes.

    • To expand distribution groups / roles / organizations and find the individual users in them, click on the icon that appears upon mouse hover on the concerned distribution group / role / organization.

    • If there is a long list of users / distribution groups / roles / organizations in the project, click on 'Show All' opposite the relevant column header to see the complete list as required.

  • The selected values will start appearing in the 'To' field. You can click on each of the recipient names or groups (selected users / distribution groups / roles / organizations) to see relevant details and edit the same if required.
    Note - Selecting a distribution group, a role, or an organization is treated as a distribution object, and when pre-populating them in any future case, they will be pre-populated as a distribution object and not as individual recipients from the object.

  • To assign a task each to recipient users, go to the name of a specific user / distribution group / role / organization for whom the task needs to be assigned then select a task from the corresponding dropdown. Next, select an expected date to complete that task from a calendar by clicking on the icon. An icon is a switch option that helps you specify whether or not you need to send an email notification for each user who is being assigned a task selected as part of the distribution. A yellow envelope icon indicates that the switch is on and an email notification will be sent. If the switch is turned off, the envelope icon will then show in grey color and email notification won't be sent.
    Selected tasks will be distributed to individual project users having access to that particular file or form.
    Click here to understand the different tasks that can be assigned to a file.
    Click here to understand the different tasks that can be assigned on a form.

    • If uploading and distributing a new revision of any file that was previously uploaded and distributed, you will see an icon. Click on it to copy the distribution list from the previous revision distribution if required.

    • While assigning a 'For Information' task to anyone, it is not mandatory to select a task due date. For other types of tasks, it is mandatory to select a task due date.

    • Click on the icon in case you need to assign different tasks to the same user. You can do this for individual users as well as users in a particular distribution group or role.

    • Click on the icon corresponding to the name of selected distribution groups, users, roles, or organizations to remove them from distribution.

    • If assigning tasks to multiple users / distribution groups / roles / organizations, you have the option to bulk-apply values from the top header directly. Enter required values that you want to apply in bulk from the top header - like the task to be assigned, due date and email notification switch on or off as required - then click on the icon to bulk apply the selected option to all records selected below.

    • To clear all selected tasks, due dates, and email notification options at once, click on the 'Clear' option available at the top left.

    • To close the dropdown list once you have selected recipients and task details, click on the 'Close' option available at the top left.

2. In the 'Subject' field, enter a title or a note for the tasks being distributed as required.

3. Once done, click 'Distribute' to complete the distribution of the selected file or form. Otherwise, click 'Close' to cancel the distribution if required.


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