From the simplified Workiva Tasks experience, collaborators can view and complete certain types of tasks in a single place without having to navigate through the Workiva platform. This streamlines the experience for collaborators who only need to complete tasks and may not need to use other Workiva features.
Note: Currently, the only types of tasks you can view and complete in Workiva Tasks are certification tasks, ESG metric value tasks (as part of ESG Programs), and GRC request tasks (for those in the Early Adopter Program).
View tasks
To open Workiva Tasks, go to the relevant URL:
- North America customers: https://app.wdesk.com/tasks
- EMEA customers: https://eu.wdesk.com/tasks
- APAC customers: https://apac.wdesk.com/tasks
You can then click on a task to view its details.
You can also open up a specific task in Workiva Tasks from its email notification or by clicking on it in Home.
Complete certification tasks
Once a process with certification tasks has started, signers will receive email notifications to sign a letter. Refer to these steps to sign the letter in Workiva Tasks.
Additionally, you can view the certification task Details and any approver Notes in the side panel.
Once a letter has been signed and if approval is required, approvers will receive email notifications to review the letter. Refer to these steps to review and approve or return the letter in Workiva Tasks.
Additionally, you can view the certification task Details and add optional approver Notes at any time for other collaborators to see in the side panel. Signers will not be able to add approver notes.
Complete ESG metric value tasks (in ESG Programs)
Note: You can only complete metric requests with no connected source in Workiva Tasks. For requests with a connected source, complete the metric request in the source file instead.
Once a process with ESG data collection tasks has started, assignees will receive email notifications to collect data. To complete metric requests:
- Click Go to Task in your email notification to open up the task.
Tip: You can also open up the task from Tasks in Home.
- Read the details and any provided instructions and fill out the requested values.
- Upload any supporting attachments.
- If no approver was assigned, click Complete task. If an approver was assigned, click Send for approval. A task to verify the data will then be sent to the approver.
Additionally, if the metric is connected to ESG Explorer content, you can click the name of related ESG content to see a preview of it in the ESG Explorer side panel and bookmark it if you wish. You can then click Open in Explorer to view it in the full ESG Explorer experience within the Workiva Platform.
Note: You can only approve or return metrics for requests with no connected source in Workiva Tasks. For requests with a connected source, approve or return the metric in the source file instead.
Once assignees have completed their metric requests, approvers will receive email notifications to verify the data. To complete metric approvals:
- Click Go to Task in your email notification to open up the task.
Tip: You can also open up the task from Tasks in Home.
- Verify the provided data.
- Approve or return to the assignee for corrections. If returning, you must add a note to explain your decision.
Additionally, if the metric is connected to ESG Explorer content, you can click the name of related ESG content to see a preview of it in the ESG Explorer side panel and bookmark it if you wish. You can then click Open in Explorer to view it in the full ESG Explorer experience within the Workiva Platform.
Complete request tasks
Note: This feature is currently only available for those in the Early Adopter Program.
Once a request is sent, assignees will receive an email notification to open and complete the task. To complete a request task:
- Click Go to Task in your email notification to open up the task.
- Review the request details and any provided instructions.
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If the request has a single assignee, choose one of the following options before uploading your files:
- I can provide all of the following files - This indicates that you will upload all requested files and submit the request.
- I can't provide all of the following files - This indicates that you can’t provide all requested files, so you can add a note and submit the request for the approver to review.
If there are multiple assignees, this step doesn't apply and you can begin uploading files.
- Select Upload to add requested files.
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Once all the files are uploaded by the assignee(s), click Submit to close the request.
Note: Assignees can add a note before submitting the request. The approver will only see notes from the assignee who submits the request.
Once the assignees upload all files and submit the request, the approver will receive an email notification to review and approve the request. To approve a request task:
- Click Go to Task in your email notification to open up the task.
- Review submitted information and uploaded files.
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Choose one of the following actions:
- Return to assignee - If adjustments are needed or files need to be reuploaded, return the request to the assignee(s).
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Approve - If all uploaded files are correct, approve the request to close it. The files are then imported into the test form and displayed in the attachment panel.
Note: The files will not be imported until all of them are approved.
- To reopen a closed request, select Reopen, adjust the due date, and add a note to the assignee.