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Open an assigned task and understand what is required

Learn how to open a task assigned to you and understand what it asks you to do.

Written by Yuliya Chakhovich

Steps

  1. Open Tasks from the sidebar and select Assigned to me. Your open tasks are grouped by due date, and overdue tasks come first.

  2. Each row shows the task, its workflow, the obligation and period it belongs to, the entity and the due date. Select a task to open it.

  3. Read the title and description. They explain the work.

  4. Check the form below them. It lists what you need to provide. Fields marked Required must be filled in before you can submit.

What else the task shows

  • Task details on the right show the due date, your reminders, and the entity, workflow, obligation and period the task belongs to.

  • Blocked by lists any task that must be finished first. Until then, you can't submit.

  • Blocking lists the tasks that are waiting for this one. They can only start once you're done.

  • Activity at the bottom shows who created the task and everything that has happened since.

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