How to Complete Tasks¶
Complete workflow tasks assigned to you to keep document processes moving forward.
Finding Your Tasks¶
- Navigate to the My Tasks tab
- View the list of tasks assigned to you
- Use filters to find specific tasks
Learn more: My Tasks
Completing a Task¶
Step-by-Step Process¶
- Click the Action icon on the task row
- The Task window opens showing task details
- Review the Task Requirements section carefully
- Complete each requirement listed
- Watch for green checkmarks as requirements are met
- Once all requirements show checkmarks, click Complete Task in the sidebar
Task Requirements¶
Tasks may have various requirements:
| Requirement Type | Action Needed |
|---|---|
| Review document | Open and view the attached document |
| Add comment | Add a comment to the document |
| Approve/Reject | Make an approval decision |
| Upload file | Attach required files |
| Enter data | Fill in required fields |
Task Status Indicators¶
| Indicator | Meaning |
|---|---|
| Open requirement | Not yet completed |
| Green checkmark | Requirement satisfied |
| Red indicator | Requires attention |
Unable to Complete?¶
If you cannot complete a task:
| Option | Description |
|---|---|
| Redirect | Send task to another user |
| Add comment | Explain the issue |
| Contact supervisor | Escalate if needed |
Learn more: Task Redirection