Find your tasks

The Tasks page displays the work generated to complete a document review cycle. Select My Tasks to view tasks that are assigned to you or select Unassigned to view open work items in a document review cycle. For new documents in the DRAFTING and REVISING phases, collaborative editing work appears as unassigned work instead of ownership-based edit tasks. Existing documents that already had ownership assigned before co-authoring was introduced can still appear under My Tasks until those legacy tasks are completed.

Important

  • In the DRAFTING and REVISING phases, taking ownership is not required to edit. If a Review Queue is assigned, its members can collaboratively edit the document. If no Review Queue is assigned, only the document owner or an administrator can edit it.

  • For newly created documents, DRAFTING and REVISING work currently appears under Unassigned for all Review Queue members rather than as an ownership-based edit task.

  • Existing documents that already had ownership assigned continue to follow the legacy task behavior: the current owner can see the task under My Tasks during the current review cycle.

  • Up to 5 users can collaboratively edit a document at the same time.

  • In the APPROVING, PUBLISHING, and CLOSURE phases, ownership-based task handling continues to apply.

Where to find tasks

  1. From the left navigation menu, select Tasks.

  2. Select My Tasks to view the tasks that are assigned to you.

  3. Select Unassigned to view open work generated to complete a document review cycle.

For new documents in DRAFTING and REVISING, collaborative editing work appears as unassigned work instead of ownership-based edit tasks. Existing documents that already had ownership assigned before co-authoring was introduced can still appear under My Tasks until those legacy tasks are completed.

Who owns the task

Ownership applies to workflow stages that continue to use ownership controls:

  • APPROVING

  • PUBLISHING

  • CLOSURE

Ownership no longer controls editing access in these workflow stages:

  • DRAFTING

  • REVISING

 

Note

Ownership-based actions still apply in workflow stages that continue to use ownership controls, such as APPROVING, PUBLISHING, and CLOSURE. For more information, see Taking or releasing ownership of a task.