Send a Document to the Work Queue - Content Central 7.6 (User Guide)

Send a Document to the Work Queue - Content Central 7.6 (User Guide)

Content Central 7.6 · User Guide

Send a document to the Work Queue

Hand a document to someone (yourself, a coworker, or a whole team) as a task that waits for them in Content Central, instead of chasing it down by e‑mail.

What the Work Queue is. Think of it as a to‑do list made of documents. When a file needs someone’s attention (review this invoice, finish coding this form, take a look at this contract), you send it to a Work Queue. It then shows up as a task in that person’s (or that team’s) Work Queue, where they can open it, do what’s needed, and check it off. The document itself doesn’t move or get copied. It stays right where it is. The queue simply points at it, which is why the same document can sit in several people’s queues at once.

AlertWho can do this. Sending a document to a Work Queue is governed by a per‑document‑type permission named Allow Work‑Queue Assignment (it shows as WQ Assign in the permissions grid). An administrator can grant permission per user or group under  Administration › Groups  Administration › Users , or AdministrationCatalogs & Document Types > Membership & Permissions . If you don’t have it for a document’s type, Content Central blocks the action and reports that you don’t have permission to assign that document. Administrators have it automatically.

Two ways to start: both open the same dialog

You can send a document to the Work Queue from the documents grid (a Search result or a Folder Browser list) or from inside the document viewer. Pick whichever you’re already looking at. Both land on the same Send to Work Queue dialog, covered in the next section.

From the documents grid

In a Search result or Folder Browser list, find the document’s row and click the More actions button at the end of the row. Under the Send & Route heading, click Send to Work Queue.

A Content Central 7.6 search results grid. The More actions menu is open on the first row, showing a Send & Route group with Download, E-mail, Share, Signatures, Print, Start Approval Process, and Send to Work Queue.

On any document row, the More actions menu lists Send to Work Queue under Send & Route.

While viewing a document

When you have a document open, click the actions menu in the top‑right of the viewer toolbar, then click Send to Work Queue.

A document open in the Content Central 7.6 viewer (a purchase order). The toolbar's three-dot actions menu is open, listing Download, E-mail, Share, Signatures, Print, Start Approval Process, and Send to Work Queue.

The same action is in the viewer’s menu, handy when you’ve just finished reading a document and want to pass it on.

Choose who gets it

The Send to Work Queue dialog opens with one switch turned on: Send to my queue. That choice (your own queue, or someone else’s) is the only decision you have to make.

To your own queue

Leave Send to my queue on and click Send. The document drops into your Work Queue, a simple way to set yourself a reminder to come back to it.

The Send to Work Queue dialog in Content Central 7.6 with the Send to my queue switch turned on and a Never expires switch turned on, plus Cancel and Send buttons.
The default: Send to my queue is on, so the document goes to your own Work Queue.

To other people or a team

Turn Send to my queue off, and two pickers appear:

  • Users: choose one or more people. Each one gets the document in their personal Work Queue.
  • Groups: choose one or more groups. The document goes to the whole team, so anyone in the group can see it and pick it up.

You can mix the two (a couple of named people and a group), but you must pick at least one before Send turns on. Click Send when you’re done.

The Send to Work Queue dialog with Send to my queue turned off, a user chip 'User Normal User' in the Users field, a group chip 'Administrators' in the Groups field, and the Send button enabled.
With Send to my queue off, pick any combination of Users and Groups. Here the document goes to one person and a group at once.

InfoOptional: give the task a deadline. By default the item is marked Never expires and stays in the queue until someone removes it. Turn that switch off to set Expires in a number of Minutes, Hours, Days, Weeks, Months, or Years, after which the item drops off the queue on its own if no one has acted on it. Handy for time‑sensitive work that stops mattering after a certain point.

What happens next

Each person you sent the document to finds it in their Work Queue (open the menu Work AreasWork Queue) and on the Work Queue widget on their dashboard. From there they open the document, do whatever it needs, and click Remove from Queue when the task is finished.

IdeaGood to know. Sending to a queue is a per‑document action: you send one document at a time from this dialog. And because a queue item is just a pointer, removing a document from a Work Queue doesn’t delete the document; it only clears the task. The file remains in its catalog and folder.

Applies to Content Central v7.6. Screenshots captured in a test environment; your catalogs, document types, users, and groups will differ.
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