Pinned Task Integration Setup Guide - Initial Release

Sep 11, 2026

Uploaded by McQueen

Pinned task integration setup guide explains how to configure a task template across InEight Compliance or InEight Completions and InEight Document to enable the pinned task feature. It covers required role permissions, uniqueness constraints for the integration template, and prerequisites in Document’s InEight Integration tab. The guide details how to create a template for an organization, configure integration-specific questions, add Text and Attachment fields, set status changes to Scheduled, and map integration tag names so Document values populate task details correctly.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages8

Reading Time3 min

AccessFree to download

Introduction

Considerations

Create and configure task template

Create the task template for an organization

Configure the task template for integration

Add additional questions

Associate integration tag names

Compliance and Completions to Document Pinned Task Integration Setup Guide Changelog This changelog contains only significant or other notable changes to the document revision. Editorial or minor changes that do not affect the context of the document are not included in the changelog. | Rev | Date | Description | | --- | --- | --- | | 1.0 | 11-APR-2024 | Initial Release | Contents Introduction......................................................................................................................................... 4 Considerations ..................................................................................................................................... 4 Create and configure task template ..................................................................................................... 5 Create the task template for an organization ........................................................................................... 5 Configure the task template for integration ............................................................................................. 6 Add additional questions ...................................................................................................................... 7 Associate integration tag names ........................................................................................................... 7 Add template integration .......................................................................................................................... 8 Introduction This document describes how to set up a task template in InEight Compliance or InEight Completions to leverage the pinned task feature in InEight Document. Tags are defined to capture specific data sent from Document to fill in the task details. For more information about creating templates, see Template creation. Considerations You must have a Level 3-Account Admin role in InEight Platform or a role with applicable permissions to access the module settings. You can only create one pinned task integration template and associate it with Completions or a module in Compliance. An error message shows stating “Integration title must be unique” to indicate that the integration feature already exists. Ensure the following settings are selected for your role in Suite administration > Roles and permissions: • Edit product settings. • Edit all modules or Edit [individual module] . • Edit Document module. Ensure that the category being used exists to associate with in the task template. For more information, see Categories. Task integration must be configured and enabled in the InEight Integration tab in Document. When you create a pinned task in Document and select a user contact, the user contact must exist in Platform and have applicable permissions to perform tasks on the assigned project. If the user does not exist in Platform, the task is created with a Saved status and not a Scheduled status. A user with project permissions must assign the task to the user. Create and configure task template The pinned task template and integration can be created in Completions or a specific Compliance module. The template can then be associated with the entire organization or a specific project or projects. Create the task template for an organization 1. In the module landing page, under Administration, select Templates manager. 2. Select the Tasks tab, and then click Create new task. The Create new task properties page opens. 3. Complete the following: | Field name | Description | | --- | --- | | Task name | Enter a task name, such as Document Pinned Task. | | Description | Enter a template description to describe your business process, such as Pinned task integration with Document. | | Category association | Select a category from the list. For more information, see Categories. | | Types | Not required for pinned task integration. | | Available on mobile

FAQs

What permissions are required to set up pinned task integration?

A Level 3-Account Admin role in InEight Platform or a role with applicable permissions for module settings is required.

Can only one pinned task integration template be created?

Yes. Only one pinned task integration template can be created and associated with Completions or a module in Compliance, otherwise an “Integration title must be unique” error appears.

How do you ensure Document values are captured in the task template?

You must associate the correct integration tag names with each corresponding question; otherwise Document values will not be captured.

Sep 11, 2026

Uploaded by McQueen