Tasks
A task is a single unit of work inside a running process. When a process reaches a step you’re responsible for, the task appears in your work and you’re notified.
Your tasks
Section titled “Your tasks”Your dashboard shows the tasks currently assigned to you across all running processes. Open a task to see:
- What needs to be done, including any instructions from the template.
- Which process the task belongs to, and where it sits in the flow.
- Any information or files attached by earlier steps.
Completing a task
Section titled “Completing a task”When you finish the work, mark the task complete. The process immediately moves on - the next step’s tasks are created and assigned, keeping the process flowing without anyone having to chase it.
Reassigning
Section titled “Reassigning”If a task lands with the wrong person, it can be reassigned so the work isn’t blocked. Task assignment rules live in the template, so if the same misrouting keeps happening, fix the template step’s assignee.