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Sharing Tasks

The Content Author can share created tasks with Reviewers by retrieving the link to the task and sending the link to the Reviewers or by adding them as a collaborator on the task.

Sharing a Task

  1. Go to the Content Fusion browser interface and open the particular review task you want to share.

  2. Click the Share button located in the top stripe.

    Step Result: This opens the Sharing settings dialog box where you can retrieve the shareable link, decide who has access to the task, and add collaborators.

    Figure 1. Sharing Settings Dialog Box

    This dialog box includes the following options:

    Shareable link
    Displays the link to the task and you can click on the Copy button to copy the link to the clipboard so that you can send it to Reviewers.
    Who has access
    This section displays the task owner along with anyone who has been assigned to the task. The task owner can remove collaborators by clicking the button to the right of their information.
    Notice: If the Anyone who opens the link is automatically granted access as a Reviewer option is selected, if a removed collaborator re-opens the task via its link, they will automatically be re-added as a Reviewer. To prevent this, you can simply deselect this option.
    Anyone who opens the link is automatically granted access as a Reviewer
    This option is available only if the Tasks can be shared publicly toggle option is selected in the Administration page. If this option is selected, then anyone who accesses the link to the task is automatically granted access to the task as a Reviewer.
    Note: If this option is not selected and the Tasks can only be accessed by specified collaborators toggle option is selected in the Administration page, non-registered users attempting to access the task via its link will receive a warning message indicating that they do not have permission to access the task. They can request access by clicking the Request access button that is displayed in that warning message. This sends an email to the owner of the task and they have the ability to accept the request for access and a link or button in the email will direct the task owner to the Sharing settings page with the requesting user's information already populated in the Add collaborator field.
    Add collaborator
    You can assign a collaborator to a task by adding their email address in this section. You can also add them by name if they are a registered user. For non-registered users, they are listed as a Pending Collaborator until they sign up for an account and they access the task via its link. Once a collaborator is no longer pending, the task owner can change the role for any of the assigned collaborators from Reviewer to Owner, and vice versa.
  3. Choose whichever option is appropriate for your workflow and send the link to the Reviewers.

Retrieving the Task Link Using the Content Fusion Task Manager

It is possible to retrieve the task link directly within Oxygen XML Editor/Author but the person you send the link to must first be granted access to the task in the Share dialog box (in the browser).

  1. [Prerequisite] Enable the Anyone who opens the link is automatically granted access as a Reviewer option in the Share dialog box.
  2. In the Content Fusion Tasks Manager view, right-click the particular task that you want to share and select Copy task link.
  3. Send the link to Reviewers using whatever method is appropriate in your working environment.