When you’ve finished a task, you can mark it as complete. If an approver was assigned to the task, it will automatically be sent to them for approval.
Complete a task in a file
To complete a task in a file:
- With the file open, click the Task icon to open the Tasks right-hand panel.
- Select the task you have completed in the file.
- If the task requires approval, click Submit. If the task doesn't require approval, click Complete.
For tasks with multiple assignees, an email will be sent to the group to inform everyone that someone has completed the task. When the task is completed, if no approval is required, the task creator will receive an email notification. If there's an approver for the task, it will be added to the approver's list of tasks requiring approval.
Complete a task in Home
Depending on the type of task and/or if the task has a file location, you can complete the task directly from the Tasks tab in Home, or you will be guided to the appropriate place to complete the task.
To complete a task in Home:
- Find the task in the task 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.
-
Depending on the type of task and/or if the task has a file location, click either the Submit or Complete button, or the hyperlink to go to the appropriate place to submit or complete the task.