Tasks Essentials

This module provides of an overview of Tasks, including the different user types, the different task types, and how to use the Tasks screen. Upon completion of this module, move on to the module that best fits your role in Surpass.

Authoring, Review, and General tasks

About: This video gives an overview of the different task types that are available in the Tasks section of Surpass. Objective: By the end of this video, you will know the different types of tasks in Tasks. You will also understand the different uses for each task type. Next Steps: Watch the other videos in […]

Managers, Assignees, and Lead Assignees in Tasks

About: This video gives an overview of the types of user that are available in the Tasks section of Surpass. Objective: By the end of this video, you will know the different types of user in Tasks. You will also understand the different functions available to each type of user. Next Steps: Watch the other […]

The Tasks Screen

About: This video gives an overview of the Tasks screen in Surpass. Objective: By the end of this video, you will know how to view the Tasks list and open tasks from it. You will also know how to navigate and filter the Tasks list. Next Steps: Watch the other videos in the ‘Tasks Essentials’ […]