Tasks allow you to assign and respond to your to-dos in the same environment that you use to create your documents and reports. You can request documentation, reviews, approvals, or any other task from within your document, spreadsheet, or presentation across the Workiva platform.
You can quickly create and send tasks in bulk to collaborators. You also have the option of assigning a single task to multiple assignees and approvers, requiring only one of them to complete it.
Ways to use tasks
Here are a few ways you can use tasks:
- Send a request for information to be added to a file
- Send a task to get a document or section reviewed
- Assign final approvals and keep track of where approvals are in the process
- Request a review of financial data to validate imported data
- Gather data or evidence for a control or report
- Request approval before posting to the general ledger