Performing a task

To perform a task:

  1. In your Inbox, click the task to open it.

  2. On the Info tab:

    • Perform operations on attached files as required.

    • To attach additional files, click Add Attachments, select the files, and click OK.

    • If the Time, and Cost fields appear, record your time, and cost to perform the task.

    • If the Info tab includes a link for creating a new form for the next user in the task, click the link, and follow the instructions on the screen.

  3. In the Comments tab, add comments as follows:

    1. Click Add or Edit and type a comment in the Comment field.

    2. Send the comment, using one of the following options:

      • For subsequent recipients

        Sends the comment to all users performing all future tasks in the workflow.

      • For next recipients only

        Sends the comment only to the users performing the next task in the workflow.

    3. Click OK.

  4. Select the Progress tab to view task’s history.

  5. Do one of the following:

    • Mark the task as finished.

    • To close the task without marking it as finished, click Close.

      The task closes. You can reopen it to mark it as finished at a later time.