4.3.8 Manage Approve Task

 

Once an Approve Task is created it is possible to view and manage the task with the use of task query.


To Manage Approve Task:

    1. Navigate to the Workspaces Tab
    2. Click on the Tasks icon (Task Query windows appears)

Task Query Window


    1. Expand the Task Type menu


    1. Select Approve
    2. Type in relevant item search criteria in the Item Search Options
    3. Click Search
    4. Select required Approve Task
    5. Right-Click task (task menu appears)


    1. Select View Task (task window is opened and approve task is displayed)


Approve Task View


      • Click Summary tab (in the summary tab the task can be edited)

Approve Summary Task View


    1. Close View Task Window


Note that it is possible to manually send a reminder email to all actioners from the Task Summary.