How to Complete a Task

When a workflow step is assigned to you, you will receive an email and an in-app notification.

Finding your tasks

1. Go to Tasks in the left sidebar (this is the home page after login)
2. The Pending tab shows all steps waiting for your action
3. Each task card shows the workflow name, step name, who triggered it, and any deadline

Completing a task

1. Click a task card to open it
2. Fill in the form fields (text answers, dropdowns, file uploads, etc.)
3. You can Save draft to come back later without submitting
4. When ready, click Submit — the workflow moves to the next step

Viewing context from earlier steps

In the task detail view, you can see responses from earlier steps in the same workflow — useful for context before you fill in your own response.

Deadlines

If a step has a deadline, you will see a due date on the task card:

• Amber — due within 24 hours
• Red — overdue

If you miss a deadline, your manager may receive an escalation alert.