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 Assigned to me section in the Tasks tab in Home.
To open a task from an email, click Go to Task to open the task.
To open the task from within Workiva:
- From Home, go to the Tasks tab and click the Assigned to me section.
- Select the task to open the Details panel.
- If there's a Task location, click the Go to task icon to open the assigned location in the file. You’ll be able to see the task’s details in the Tasks right-hand panel in the file.
Tasks in processes are distributed on the behalf of process owners. Process owners can see all the tasks they've sent out, including from processes, by selecting Created by me in the Tasks tab in Home.
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.