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Mark as complete - Processes

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Demande de démonstration

Hello, 

We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them as the owner for visibility/tracking, but it would be helpful if we could mark a task as done as the process owner so they don't need to log in. I was looking at the cancel option, but I couldn't tell if it would cause issues rolling the task forward in future quarters. 

Thank you,

Katie

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  • Isaac Oard

    Hi Katherine Solberg
    In the Processes tab from the Home page tab you can do this. 
    Please let me know if you have any questions. 

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