Completing a task

Once you have performed a task, you send it to the next user or activity in the workflow. You do so by performing the procedure here. Any changes you make to attached files are sent along with the task.

To complete a task:

  1. If you have not already done so, open the task. (You can open a task by clicking it in your Inbox.)

  2. Click Submit, Forward, or Finish, depending on which button is shown.

  3. If prompted for a password, type your password.

  4. Click OK.

  5. If prompted to select the next performers, do the following:

    1. Click Click To Assign next to the task for which you want to select performers.

    2. In the selection page, select the performers. If allowed, you can make multiple selections. For instructions on using the selection page, refer to Finding an item on a selection page.

    3. Click OK.

  6. If prompted, select the next task to forward from the Select Next Forward Tasks list by checking the appropriate checkboxes.

  7. Click OK.