Responding to a Task

Tasks are assigned to users in order to complete processes. Each task may have one or more responses.

To respond to a task on the worklist, do the following:

1. Log in to your account

2. Click on the task you wish to respond to. Responses will be green unless a required field is blank.

3. Select your Response

Full screen mode

The task panel can also be made full screen. To make the task panel full screen, do the following:

1. Click a task

2. At the top of the Task Panel, click the Full screen icon

Saving without Responding

It is possible to save process fields or checklist values without responding to a task and moving to the next task. To save a task without responding, do the following:

1. Click a task

2. Enter field values and/or click checklist items

3. Click the Save Without a Response button.