Completing assignments

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About this task

View, complete your task assignments, and notify the next person in the process flow for efficient handling.

To complete a task assignment, complete the following steps:

Procedure

  1. Select one of the following choices:
    • If you are viewing the assignment in your Inbox, click Route for the record.
    • If you are viewing the assigned record in the application, click Route in the application toolbar.
  2. Select an action. If you do not have security authorizations to both actions, you might see one option only.
  3. Optional: If appropriate, you can enter a memo.The memo is added to the workflow history of the record. The next person in the process flow can view your memo in the Earlier Memos table window in the Complete Workflow Assignment dialog box.
  4. Click OK.