The My Tasks category
view displays the tasks for In progress workflows that you have been
assigned as a potential owner or that have been claimed by you.
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 project
-
-
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To complete a task:
-
Select a task and click
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in order to open the associated project and perform
the task.
-
Navigate through the project’s pages
to perform the steps for the current task.
-
Click
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.
-
Select an action to
take for the selected task. The actions that are available are the
status values for the task in the workflow.
-
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.