Add a Mandatory Read Task

Tip: The first thing to do is copy the link to the document you want people to read so that you can easily paste it in when creating the task. You can get this link from the Document card in any Listing using the "Copy file path" function from the ellipse.

Mandatory Read tasks are created via the Add It wizard. Click the Add It button in the top right to start:

Once the wizard loads you can confirm or change the workspace you want to add to.

• To add a Mandatory Read choose Mandatory Read Task:

• Next, fill in the details and paste the link to the document:

• • The Title is shown only in the backend list for administrative purposes
  • The Document Name is the name shown to users in the Mandatory Reads web part
  • Paste the Document Link you copied - you do not need to fill in the Display text
  • Click the calendar icon on the right of the Expiration Date to choose when this task should no longer be shown to users.
• Next, fill in the global tags - if you do not need to target users in a specific Location for example you can just leave the default value:

• There is a further section for Optional Metadata
  • Order will dictate which order the Mandatory Read Tasks will display in. We advise to use integers of 10
  • Content Targeting is a way to target this Mandatory Read to a certain Group or collection of Users so that only they can view the Mandatory Read, so different Mandatory Reads can appear for different People.
    • • If no users are targeted the task can be seen by everyone:
  • Task Status = Active, Completed, or Cancelled
  • Image will assign an Image to the Mandatory Read task by uploading through the Microsoft Upload interface where you can select from 'Your Organization' assets, or upload a new image.
    • • If you upload an image after the content has been created, you will need an applicable URL to use, so it is good to copy this in advance to paste in.

• Once you are happy with your selections click Submit at the bottom of the page.
• After a few minutes the task should start to appear for the targeted users within the appropriate Mandatory Read web part.
• You can alter the Mandatory Read Task you have created from inside the Mandatory Read List (within Site Contents) within the workspace where it was created.