Solved

Associate a task with a document.

Posted on 2007-11-21
7
462 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

Efficient way to get backups off site to Azure

This user guide provides instructions on how to deploy and configure both a StoneFly Scale Out NAS Enterprise Cloud Drive virtual machine and Veeam Cloud Connect in the Microsoft Azure Cloud.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

I used to be SharePoint evangelist in our company, so my Outlook always full of questions about how to do this, or where I can find that. One day I found such an email with the following question: "how to attach 3-State workflow (one of the workflow…
Pimping Sharepoint 2007 without Server-Side Code Part 1 One of my biggest frustrations with Sharepoint 2007 in the corporate world is that while good-intentioned managers lock down the more interesting capabilities of Sharepoint programming in…
I designed this idea while studying technology in the classroom.  This is a semester long project.  Students are asked to take photographs on a specific topic which they find meaningful, it can be a place or situation such as travel or homelessness.…
The Email Laundry PDF encryption service allows companies to send confidential encrypted  emails to anybody. The PDF document can also contain attachments that are embedded in the encrypted PDF. The password is randomly generated by The Email Laundr…

948 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

22 Experts available now in Live!

Get 1:1 Help Now