Purpose
This guide outlines how to complete a task. This can be done through the:
- Task page
- Task bar
Task Page
1. Access the desired task through the process navigation panel or dashboard and open the task page.
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2. Click the green Complete button at the bottom of the page.
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3. A confirmation modal appears. Click Complete to confirm completion of the task.
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4. The task status changes to Done and all date fields are locked.
Task Bar
1. Select a record within a process and view the Task bar at the bottom of the page.
2. Click the green Complete button.
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3. A confirmation modal appears. Click Complete to confirm completion of the task.
The task status changes to Done and all date fields are locked.