Completing tasks

To access your Tasks list, press the menu key from either the Forms or Documents screen, then select Tasks.

Tasks are assigned to you as a part of a business process. Depending on the preferences you have set, the Tasks list displays all of the tasks assigned to you, or only the tasks that can be completed on a mobile device. (See Setting task preferences.)

When a task is nearing its due date, the deadline date is displayed in orange. When it is past its due date, the deadline date is displayed in red. You can set your preferences to sort your task list by deadline. (See Setting task preferences.)

To complete a task, click it in the list and follow the instructions provided on the Task Details screen.

If the task you are viewing is part of a business process that prevents you from completing the task without opening it, you cannot complete the task from your mobile device. Log in to Workspace to complete the task.

Clicking the underlined “From” name on the Task Details screen displays a pop-up window containing contact information for that person. You can click the phone number to place a call, or click the email address to create a new email message.

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