Add Survey Task

Add Survey Task

Once you select +Add Survey Task on the Survey details page, Lextree displays the Add Survey Task form.

Task Library

Optional

Select a Task Library item to copy a previously created task.

Task Type

There are 3 types of tasks: Comment on Survey, Upload a Document, and Other.

Deficiency

Optional

Select a Deficiency from the Survey. This will link the task to the Deficiency.

Summary

Enter a short description, like "Add internal report."

Task Description

Add more information about the task.

Due Date

Enter the date the task is due.

Assigned To

Select the User who must complete the task.

Add Survey Task

Select the Save and Continue button. This will bring you back to the Survey details.

Berkman Solutions
Legal technology for business entities, contracts, risk and compliance.

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