Solved

Associate a task with a document.

Posted on 2007-11-21
7
461 Views
Last Modified: 2008-11-01
When I'm working on a document that is in sharepoint and I click document management I can assign a task for someone in my group.  Lets say the task is for someone to review this doc.  How can I inform someone that the task is for this document?  I have turned on alerts and they are alerted that they have this task but there is no way for them to know which doc to review.
0
Comment
Question by:michaelcamden46158
  • 2
  • 2
7 Comments
 
LVL 25

Expert Comment

by:Robbie_Leggett
ID: 20328851
You should look into SharePoint Designer, which enables you to create some excellent custom workflow to attach to document libraries. You could create a workflow, attach it to the document library in question (it could be called new task workflow or some such) and then start the workflow manually. It could email the user and also contain an embedded link to the document.

http://office.microsoft.com/en-us/sharepointdesigner/HA101005871033.aspx

:-)
0
 

Author Comment

by:michaelcamden46158
ID: 20329190
Ok I have the trial ver of designer. How do I tell it to embed the current link to the document
0
 
LVL 25

Accepted Solution

by:
Robbie_Leggett earned 500 total points
ID: 20329270
You need to use the encoded absolute url field.

:-)
0
 

Author Comment

by:michaelcamden46158
ID: 20330882
Where is that?
0
 
LVL 16

Expert Comment

by:cobrachen
ID: 20331030
If you just want to the assigneed to review the document, you can use out-of-box Review workflow and it will include the document link to the user you assign to.

If you need more complicated tracking or association and out-of-box workflow can not do it, you may want to create a link with a look up filed to choose document name from it and customize workflow for it.

Thanks.
0

Featured Post

Complete Microsoft Windows PC® & Mac Backup

Backup and recovery solutions to protect all your PCs & Mac– on-premises or in remote locations. Acronis backs up entire PC or Mac with patented reliable disk imaging technology and you will be able to restore workstations to a new, dissimilar hardware in minutes.

Join & Write a Comment

SharePoint Designer 2010 has tools and commands to do everything that can be done with web parts in the browser, and then some – except uploading a web part straight into a page that is edited in SPD. So, can it be done? Scenario For a recent pr…
I thought I'd write this up for anyone who has a request to create an anonymous whistle-blower-type submission form created using SharePoint 2010 (this would probably work the same for 2013). It's not 100% fool-proof but it's as close as you can get…
This video gives you a great overview about bandwidth monitoring with SNMP and WMI with our network monitoring solution PRTG Network Monitor (https://www.paessler.com/prtg). If you're looking for how to monitor bandwidth using netflow or packet s…
When you create an app prototype with Adobe XD, you can insert system screens -- sharing or Control Center, for example -- with just a few clicks. This video shows you how. You can take the full course on Experts Exchange at http://bit.ly/XDcourse.

762 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

18 Experts available now in Live!

Get 1:1 Help Now