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.

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 or rule flow
claim a task
release a task
view the task details and workflow diagram

To complete a task:

Select a task and click in order to open the associated project or rule flow and perform the task.
Navigate through the project’s or rule flow’s pages to perform the steps for the current task.
Click .
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.

Last updated: February 22, 2017