Advanced Assignee Settings

In the Assignees step, click Advanced Settings.

Advanced assignee settings let you set an end date for assignee tasks, set a recurrence interval for assignee tasks, and compose a note for all assignees. All advanced settings are optional.

Tasks End Date

Specify the date you want all assignee tasks for this document or completion tasks for this questionnaire to expire. On that date, all incomplete tasks will be canceled, removing them from assignees' My Tasks lists. Also, if any assignee groups, departments, or job titles are selected, new users added to one of these entities after the task end date will not receive tasks.

Recurrence

You can have required assignee tasks sent out once or repeatedly at specific intervals. You can also specify when the first task should be assigned. (This option does not apply to "Notify Only" assignees.)

In the Recurrence menu, click Once or Every. If you clicked Every, then type a number of months.

For Start on, click approved/publication date, or click specified date, and then select a date.

Notes:

If you select approved/publication date, the timing of the initial reading assignment depends on the Publication Date setting in the Settings step of the Properties Wizard. See Advanced Settings for details.
If you set a specific start date, the interval for the second and subsequent task assignments is always based on the set date, even if the document/questionnaire is published after that date.
If you set a specific start date for a document/questionnaire that has already been approved or published, assignees will receive task assignments starting on the specified date.

Notes

Click Add Note to include instructions or other information for the selected assignees. See Adding Notes for Writers, Reviewers, Approvers, and Assignees for details.