To complete content requests, see Complete a content request.
To complete certification actions, see Sign a certification letter.
Open a process task
Whenever an action in a process starts, assignees receive an email notification that they’ve been assigned a task. The task also appears in the To do section in the Tasks tab in Home.
To open a task from an email, click Go to Task in the email to open the task.
To open the task from within Workiva:
- From Home, go to the Tasks tab.
- Find the task in the tasks list. You can click the View my tasks links, apply filters, and/or use the search bar to more easily find your desired task.
- Click within the task’s row to open the details panel.
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If the task has a file location, click the hyperlink to go to the appropriate place to submit or complete the task.
To see the tasks that you’ve sent out, including the tasks from processes, click All tasks and apply filters and/or use the search bar from there.
Complete a process task
Once you finish the task, click:
- Complete if the task doesn't need an approval
- Submit if the task requires approval
The associated process will be updated, and if applicable, the approver will receive an email notification to review the task. After reviewing the work done for the task, the approver can approve or return the task.