This article is for:
- Process Owners
Once you start your process, assignees will be notified via email and within Workiva with any instructions and permission to the file in the request, if needed. Approvers for Content Requests must review the task before the process can continue.
View a task
Whenever an action starts, assignees receive an email notification and a message in Workiva that they’ve been assigned a task.
To open an assigned task from an email, click Go To Task to open the Tasks page in Workiva. If the assignment is a Content Request, this link takes them directly to the assigned document.
To open the task from within Workiva:
- From Home, click Tasks.
- Click the task to open the Details panel.
- Click Go To Task to open the assigned location, if applicable.
As a process owner, tasks in your process are distributed on your behalf. You can see all the tasks you’ve sent out, including from Processes, by selecting Created by Me in the menu.
Complete a task
Once the assignee opens the file for their task, they can use the Tasks panel to view the task’s details, like the due date and instructions.
After they’ve finished the task, clicking Complete at the bottom of the panel marks the task as complete and updates the status in your process.
If your task also has an approver, clicking Complete sends an approval request for them to review the content. After viewing the changes, the approver can choose to approve or return the task.
If the approver returns a task, the assignee receives a notification that the task has been returned. Once the assignee edits their submission and marks the task complete again, the approver will receive another notification, allowing them to approve or return the edits.
Learn more about permissions in Process tasks.
Approve or return a task
Approving a task allows the process to continue, while returning a task sends it back to the assignee for further review.
After the assignee marks their task as complete, the approver is sent an approval request. They can open the request from the email notification or view it in the Tasks panel.
After viewing the assignee’s content, the approver can choose to approve or return the task.
If the approver returns a task, the assignee gets a notification that the task has been returned. Once the assignee edits their submission and marks the task complete again, the approver receives another notification, allowing them to approve or return the edits.