How
you complete a task depends on the task itself and your role in
the process. You may be asked to approve or deny a request, provide
content, review and verify information, or indicate that you took
an action.
You can complete a task in various ways:
Using the tools below the Task Details and Forms tab
Using the buttons built in to the form itself
From your To Do list, without opening the task
By email, if you receive email notifications
When you complete a task, depending on the task, a confirmation
dialog box may appear reaffirming your action. For example, you
may see a dialog that prompts you to attest to the validity of the
information that you provided.
Note: If you changed a task but are not ready to complete
it, you can save your work as a draft by clicking Save and
return to it later.
Complete a taskPerform one of the following steps:
In list view, select the task and click the appropriate button
for the next step required in the process at the bottom of the list.
On the Form tab, if the form has no buttons and the
Complete button in Workspace is available, click Complete.
On the Form tab, if the form has buttons and the Complete
button in Workspace is not available, click the appropriate button
on the form for the next step required in the process.
If
the form has no buttons and the Complete button in Workspace is
not available, a message appears, indicating that the form cannot
be submitted.
If a Confirmation dialog box appears, do one of these actions:
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