Working with an Assigned Input Task
When a task is assigned to you, learn how to work on it, or how you can reject
it.
Context
You received a notification about an input task that has been assigned to you. You have the
option to work on the task or decline it.
If you decline a task, the approver can choose to exempt you from that task. When that
happens, you will no longer have access to the task details.
Procedure
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Access the task in one of the following ways:
-
Open
(Notifications)
and choose the task.
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Go to the Calendar and select your input task
there. The Task panel appears, where you can
open the attached work file to access your input task.
-
Go to the Files page, open the
Input Forms folder and navigate to your
input task.
The Summary page in the story is displayed.
-
To decline the task, do one of the following:
-
To decline one task, for that task select
(Reject).
You can add a comment before selecting
Decline.
-
To decline all tasks, at the bottom of the page select Decline
Task.
A message is sent to the approver.
The approver can reopen the task and send it back to you.
-
To work on the task, select your organization from Active
members.
The story switches to the input task page.
-
Edit the data in the table or make other changes.
To undo or redo changes, from the toolbar, select
(History). In the history panel, select
the revision that you want to keep.
-
After you have completed working with the task, select the
Summary page.
-
Select Submit.
-
(Optional) Add a comment.
-
Select Submit.
A message is sent to the approver.
Results
Once a task has been completed, you can view the final details.