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My Tasks

Understanding a task

A task becomes active when:
  • You or someone initiates a workflow, making the first task active.
  • You complete an active task, which activates the next task in the workflow.
  • You revert an active task to a previous one, which makes that task active again.

Using tasks in Workflow involves several steps

  • View Tasks
    : Access tasks from the My Tasks or All Tasks tabs depending on your permissions.
  • Edit Tasks
    : Use
    Edit
     to modify tasks, mark tasks as complete, edit reminder dates, and change due dates and assignments (with appropriate permissions).
  • Complete Tasks
    : Mark a task as complete to move it to the
    Completed Tasks
      and activate the next task in the workflow.
  • Revert Tasks
    : Send a task back to a previous stage if it needs further revisions.

My Tasks vs. All Tasks permissions

If you have
View
 or
Edit
 permissions, you can:
  • View and edit only the tasks assigned to you.
  • Access all workflow details related to your tasks.
If you have
View
 and
Edit
 permissions for all tasks, you can:
  • View and edit tasks assigned to both yourself and other users.

This article applies to:

  • Product: ONESOURCE WorkFlow