Working with Workflow Tasks

The My Tasks category view displays the tasks for In Progress workflows that you have been assigned to as a potential owner or that have been claimed by you.
My Tasks category view
From the My Tasks category view, you can perform the following:
  • open a task that pertains to the associated object
  • claim and open a task that pertains to the associated rule flow
  • claim a task
  • release a task
  • view the task details and workflow diagram
To complete a task:
  1. Select a task and click Claim and open a task in order to open the associated rule flow and perform the task.
  2. Navigate through the rule flow’s pages to perform the steps for the current task.
  3. Click Workflow action menu.
  4. Select an action to take for the selected task. The actions that are available are the status values for the task in the workflow.
  5. Click Done. The workflow process continues to the next task.
Note: Only a business administrator who has access to the Workflows category can release a task that has been claimed by another participant. For more information, see Release a Task.
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Last updated: February 22, 2017