Document Manager in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager
Document Manager in Task Manager is a storage space to upload and organize compliance documents by site or category across multiple locations, and you can set automated renewal reminders.
By uploading a compliance document, you allow that kitchen to store certifications, policies, or operations documents organized in folders in Task Manager.
File attachment requirements:
- Supported formats: PNG, JPG, GIF, PDF
- Max file size: 5.0MB
- Max file space per account: 500 MB
- Invalid file name characters: & # \ / : * ? " < > | +
- Max upload limit for PDF files: 10 pages
Steps:
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click on the Document Manager tab on the side bar.
3. Click on All Venues to select the scope you want to apply the folder or file to and click Select to set the venue scope.
TIPS & TRICK
- Select All Venues if you want the folder or file to be applied to all venues in your portal.
- Select a Single Venue if you want the folder or file to be applied to a specific venue only.
4. Click Create/Edit.
5. OPTIONAL: Create a folder
1. Click Select Folder.
2. Click Create Root Folder.
3. Type in the Folder Name.
4. Click to set folder access.
- Unrestricted: Available to all to view folder.
- Restricted: Requires the venue password to view folder.
5. Click Create Folder.
6. Select the folder and click Continue.
6. Drag and drop a file into the box or click to select a file to upload.
7. OPTIONAL: Complete file information
1. Enter the File Name.
2. Select the desired file type.
3. Add up to 5 tags, each tag name must have at least 3 characters.
4. Click to set file access.
- Unrestricted: Available to all to view file.
- Restricted: Requires the venue password to view file.
8. Click Upload Files.
9. To edit folders or files, click the Edit button (pencil in box icon), and to delete, click the Move to Bin button (trash can icon) under Actions in the Overview section.
To restrict access to the folder or file, click the Restrict Access button (gray lock icon), or to unrestrict access, click the Make Public button (red lock icon).
OPTIONAL: Set a reminder for a file
1. Click the Set Reminder button (bell icon) under the Actions of a file.
2. Select the reminder date and click Save.
OPTIONAL: Replace a file
1. Click the Edit button (pencil in box icon) under the Actions of an existing file.
2. Click the Replace File button (two opposite arrows icon).
3. Drag and drop a file into the box or click to select a file to upload.
4. Click Replace File.
10. To forever delete a venue folder or file, click the Move to Bin button (trash can icon) under Actions in the Overview section.
WARNING
Files in Bin will be deleted forever after 30 days.
Then, go to the Bin section to select the Delete Forever button (trash can icon) or the Restore button (circular arrow icon).
11. To add a folder or file to a venue, go to the Manage section and click the green + button, and to remove, click the red - button.
