Work with tasks

When you have received a task in WorkZone, you can respond to it. Depending on the type of task, you can, for example, Accept, Forward, Skip, Approve or Reject, or confirm the task.

Before you respond, you can edit the documents on a task, add or remove documents and actors, or write a comment. You can also Rank your tasks, or Create a new chat (from a task) to discuss this task process with relevant people.

If you are a delegate for any user, you can switch to this user's task list and Work with your delegated tasks.

 

Select your operating system (below) to view guidelines for your device.




View a task

  1. Tap Tasks in the navigation pane.
  2. Tap a task to view or edit its details.
  3. Tap a response button to respond to a task or make changes to this task or its documents.

Respond to a task

These are examples of how you can respond to tasks of various process types.

Once you have responded to a task, the next open task is displayed. If there are no open tasks, the task list is displayed instead.

Other actions on a task

You can perform on a task a number of other actions.