Viewing and Completing Tasks within a Workflow
The Workflow detail view shows the progress on the current stage, with tasks listed below the progress bar.
In this example we can see there are 4 tasks in this stage. The first task is completed (green) the second task is overdue (red), the third task is skipped (grey), and the final task is upcoming.
Selecting a task opens to the task modal. Here you can take action on the task. The task may involve:
- Completing Field Information
- Logging Activities
- Uploading Documents
- Simply Click Save & Complete to indicate completion.
You information will be auto-saved in each field, allowing you to enter information as you have it ready and leave the task open as you need. Once you've finished the task, you will click the "Complete" button. Ensure you've filled in all required fields, or you will receive a warning message and be unable to complete the task.
To re-assign a task owner or to update the due date, click either of the blue hyperlinks to update the information.
Once all tasks within a stage are completed, there will be a button to move the project into the next stage. Note that your system administrator may have opted to have the workflow move automatically to the next stage when all tasks are completed or skipped, so this may be unnecessary.
You can add To-Dos to a specific Task. This is an ad-hoc task that can be assigned to other users and can be clicked as complete. You can enter multiple To-Dos on a task and they will appear in the In Progress / Agenda menus for you as the creator as well as for any users with which you've shared them.
Remember that a task cannot be completed until the To-Do has been checked complete. For more information on To-Dos, please check out this article or this short video.
The agenda is the home page of the app. From here you can view any upcoming activities and tasks. To complete a task, simply click on it and you will be taken to the task page to fill in necessary information.
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