Accepting a task

After you open a task, you select whether to accept it. If you do, you can work on any attached files, add or remove files, and add or edit comments.

In some cases, a task might not directed to you alone but to a group of users, with the intention that one in the group is to perform it. If you accept such a task, it is deleted from the other users’ Inboxes.

To accept and perform a task:

  1. Open the task. (You can open a task by clicking its name.)

  2. If the Accept button appears, click Accept. If the task has also been sent to other users, then the first user to accept the task is the one who performs it. Once you accepts it, it is removed from the other users’ Inboxes.

  3. In the Info tab, do the following:

    1. If the Time and Cost fields appear, you can record the time and cost for you to perform this task. You enter the values according to whatever units your company uses. These are optional fields.

    2. If the Info tab displays attached files, you can perform standard Webtop operations on the files, such as checking out, editing, and checking in.

    3. If the Attachments area allows you to attach additional files, you can do so by clicking the Add link or add icon. In the selection page, select the file. If allowed, you can make multiple selections. For instructions on using the selection page, refer to Finding an item on a selection page.

      If your WDK-based application includes functionality for supporting files, you can attach a supporting file by clicking the Supporting Files tab and selecting files. If you select to attach local files, you then select from these storage options:

      • One time

        This does not store the files in the repository

      • Multiple (private)

        This stores the files in your My Private Files area in the repository, which means only you can use these files again as supporting files.

      • Multiple (public)

        This stores the files in the Public Files area of the repository, meaning others can use these files as supporting files.

    4. If the Info tab displays a form in which you should enter information, then enter the information.

    5. If the Info tab allows you to create and attach a new form, then click the link for creating a new form. Then select the template upon which to base the new form. And then click OK.

      The form’s fields appear.

  4. In the Comments tab, add comments by doing the following:

    1. Click Add or Edit.

    2. In the Comment field, type the comment.

    3. If the following options appear, then select one:

      • For subsequent recipients

        This sends the comment to all users performing all future tasks in the workflow.

      • For next recipients only

        This sends the comment only to the users performing the next task in the workflow.

    4. Click OK.

    5. Repeat these steps for as many comments as you want to add. To remove a comment, click Remove.

  5. In the Progress tab, you can view task’s history.

  6. Do one of the following:

    • To mark the task as completed and to forward it, refer to Completing a task.

    • To close the task without yet forwarding it, click Close.