Completing Tasks

Getting Work Done

Completing tasks correctly keeps processes moving and ensures proper tracking. Here is how to work through your tasks effectively.

Opening a Task

Click on any task to open its detail view:

• See full instructions and context
• View previous steps in the process
• Access attached files and references
• See comments and discussions

Completing Form Fields

Many tasks require you to fill out form fields:

1. Review all fields carefully
2. Fill in required fields (marked with asterisk)
3. Add optional information as relevant
4. Upload any required files
5. Review before marking complete

The Complete Button

When you have finished the task:

1. Ensure all required fields are filled
2. Verify your work meets the requirements
3. Click the Complete button
4. The next step in the process activates automatically

For Approve/Reject Tasks

Approve/Reject tasks show two decision buttons:

• Approve - Accept and move the process forward
• Reject - Decline (can trigger different workflow paths via automations)

Always add a comment explaining your decision for audit purposes.

Completing Tasks with Checklists

Some tasks include a checklist form field that acts as subtasks:

1. Open the task containing the checklist
2. Check off each item as you complete them
3. Note the checklist validation rule set in the template:
   • Require at least one - You must check at least one item
   • Require all items - You must check every item in the list
4. Once the checklist requirements are met (along with other required fields), the Complete button becomes available

Adding Comments

Communicate while working on tasks:

• Ask questions about requirements
• Provide status updates
• @mention colleagues for input
• Document decisions and rationale

Attaching Files

Add relevant files to tasks:

• Upload documents, images, or other files
• Reference files from cloud storage
• Files become part of the process record