View and Complete a Workflow Task

You can view and complete the workflow tasks that you are assigned as a performer or manager. You can also save pending form tasks and print information about your workflow tasks.

To view and complete a workflow task:

  1. In the header, select View notifications.
  2. In the Notifications panel, select View Inbox.

    On the Inbox page, workflow tasks are indicated by the workflow icon.

  3. On the Inbox page, select a filter.

    The Manager filter shows workflow tasks that you are assigned as a manager.

  4. Select a workflow task row to view details about that task.

    To view the workflow configuration associated with the task, select Configuration. To open a printable report with information about the task, select Print. Depending on your security privileges and how the task is configured, you can choose whether to include the following kinds of information in the printable report:

    • Form: The form associated with the task. This option is only available if there is a form associated with the task.
    • Task Summary: Details about the task and its associated step and workflow.
    • Workflow Diagram: A diagram of the workflow that includes the task.
    • Attachments: All documents associated with the workflow. This option is only available if at least one document is associated with the workflow.
  5. To perform the workflow task, select Review.
  6. In the form page or decision dialog box, enter the required data or make the required decision.

    If you are working on a form task or a manual decision task that has a form, select Task Instructions to view more information about the task.

    If you have entered or edited data in a form, you may select Save Draft to save your changes and make the task available with the Drafts view on the Inbox page.

  7. Select Submit (if you are working on a form task) or Complete (if you are working on a manual decision task).