Manage tasks

From within SharePoint Server, you can claim new LiveCycle tasks and manage assigned tasks.

    Claim group tasks

    1. On the home page of your site, under Lists, click Tasks.

    2. Select a task.

    3. Perform one of the following:

      • Click View Item to open the selected task in Workspace. View task details or work with the task.

      • Click Claim Task to claim and open the task. A claimed task moves from the group task list to your task list.

    Manage assigned tasks

    1. On the home page of your site, under Lists, click Tasks.

    2. Select a task, and click View Item it.

    3. On the Workspace login screen, enter the credentials and click Login.

      The selected task is opened in Workspace.

    4. View task details or act on the task.

    5. Close Workspace to return to SharePoint.

    6. Refresh the page to review the task-related changes.

      All completed tasks are removed from the list.

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