uPerform Tasks: More Than Just Crowd-Source Authoring

Hand drawing Project Management flow chart with red marker on transparent wipe board.

What Can You Do with Tasks?

You may have heard about using tasks in uPerform to allow Subject Matter Experts to create content with the uPerform Rapid Recorder. But did you know you can manage and organize your entire uPerform project with tasks?

You can:

  • Assign content creation tasks for any type of content to specific authors
  • Specify recorder profile settings, templates, file names and titles
  • Track the status of the tasks (including workflow approval tasks) with reports
  • Automatically create edit content tasks when a document retention period has expired or n SAP transaction has changed.

Read on to learn more about the different types of tasks you can create in uPerform.

Create Content Task

What is it?
Used to create a uPerform document, a uPerform course, a managed document or creating a translation
Who creates this task?
Project Administrators and System Administrators
How are these tasks created?
Manually
Who performs this task?
Subject Matter Experts (with Rapid Recorder) and uPerform authors

Edit Content Task

What is it?
Used to edit existing content that needs to be updated or finalized
Who creates this task?
Project Administrators and System Administrators
How are these tasks created?
Manually, or automatically after a Subject Matter Expert creates a recording, a content retention period has expired, or an SAP transaction has changed
Who performs this task?
uPerform authors

Review Content Task

What is it?
These are tasks that are generated when you start a document workflow.
Who creates this task?
Project Administrators and System Administrators
How are these tasks created?
Automatically when using workflows
Who performs this task?
uPerform authors and Project Administrators

For more information about using tasks, take a look at the following articles:

Using Tasks in uPerform
Crowd Sourced Authoring and Tasks with uPerform Webinar

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