Working with tasks
After opening a task, the tabs that are displayed in the
main pane and the tools that are available to you depend on the
task. The tabs that you may see are described below:
Task Details: Provides general information about the type
of task and specific information about the current task and process
that it belongs to.
Form: Displays the form that is associated with the task.
The form can be of many file types, including PDF, HTML, Guide,
and SWF file. The form can look like a regular printable or web-based
form or guide you through a series of wizard-style panels to gather
History: Lists the tasks that are part of the process
instance and the associated form, task assignments, and attachments
for each task.
Attachments: Displays any notes or attachments that are
associated with the task and, depending on the task, allows you
to change the notes and task.
When working on a task, the tools you may see and actions you
can take are described below.
Forward, share, or consult on a task
You can also forward a task along with any notes or attachments
to another user or share the task or consult on the task with another
user. If you change a form that is associated with a task, you must
save the form as a draft before you forward, share, or consult on
the task. Otherwise, the task is sent without the updated form.
After you forward or share a task, the user who receives the task can
complete it or return it to you. If you consult on a task, the user
can only return the task to you.
If you changed the form that is associated with the task
that you want to keep, on the Form tab, click Save. Otherwise,
the task is sent without the updated form.
Save button is not available for some forms, depending on the task
that you are working on.
On the Task Details tab, click one of these buttons:
on the task, you may also be able to perform these actions from the
To Do list without opening the task.
On the User Selection tab, in the text field, specify
the name of the user to forward, share, or consult on the task with,
and then click Find.
Select the name from the generated list, and then click OK.
Return a task
On the Task Details tab, click Return this task to the previous user. The task
is returned to the To Do list of the user who previously forwarded
the task to you, or shared or consulted on the task with you.
Take a task offline
You may be allowed to work on a task offline and later
submit its form from Adobe Reader or Adobe Acrobat Professional
or Acrobat Standard. When the form is submitted, your email client
is started with the appropriate server email address. You can then
email the completed form to the server.
On the Form tab, click Take this form offline.
Specify a filename to save the form under and click Save.
The form that is associated with the task is saved locally and the
task remains in your To Do list until the form is submitted.
Work with single-user and multiuser reviews
When you work with the Approval Container (Deprecated)
user interface for reviewing documents, and a task is part of a
single or multiple user review, the following tools may be available:
Viewing the instructions for the task
Viewing the completion status of all users who are assigned
Viewing the comments of all users who are assigned the task
Adding comments to the task yourself
Add a comment
On the Form tab, click Enter a comment.
In the text box that appears, type your comments about the
task, and click Add. Your comments appear to the right of
Work with attachments
may be allowed to add, update, delete, or save any attachments locally.
Add an attachment
On the Attachments tab, select Attachment.
Click Browse to select the file to attach.
Select the Permissions level for the attachment for
other users who participate in the process. If you select Read,
other users can save the file locally. If you select one of the
edit permissions, other users can also upload a new file to replace
Click OK. The file is attached to the form.
View an attachment
On the Attachments tab, click
the filename of the attachment to view.
Save an attachment locally
Click the Save button for
the attachment. Select the location to download the file to.
Update an attachment
Click the Update button for
the attachment. Select the file to replace the existing attachment
Delete an attachment
Click the Delete button for
Save your work without completing the task
On the Form tab, click Save . The
task remains in your To Do list and any changes you made in the
form are saved in the Drafts folder.