Completing work that is assigned to you

• From your dashboard, you can find and open tasks that are assigned to you. For more information, see Home tab.
• From the My Tasks tab, you can open tasks that are assigned to you. For more information, see My Tasks tab.
• Click Complete task with bulk workflow actions to complete workflow items. For more information, see Completing bulk workflow actions in a Grid View.
• From an email notification that you received, click a URL. The system opens a task that is assigned to you. Email notifications can be sent when a stage changes or a workflow ends. Email notifications can be sent to both task assignees and subscribers. Whether and when you receive email notifications depends on how your system is configured.
• From an email reminder that you received, click a URL. The system opens a task that is assigned to you. Email reminders can be sent before, on, or after the due date for a task. You might receive multiple reminders. Email reminders can be sent to both task assignees and subscribers. Whether and how frequently you receive email reminders depends on how your system is configured.

• Review information about the object.
• Complete required fields that are empty.

  Hover over fields to see which ones are editable. When the icon is displayed next to a field, you can click the field to put it into edit mode. Press Tab to move from field to field.

  Tip: To put all fields into edit mode instead of editing one field at a time, click in the toolbar of the view.
• Correct required and optional fields that have invalid values.
• Review optional fields that have values.
• If possible, complete optional fields that are empty.
• Click to view field guidance for all fields in a section.
• To find a field in the view, click , and then type the name of the field.
• If you want to print the view or save it to a PDF, click .

Depending on how the Task View is configured, you might also be able to take any of the following actions:

• Use the supporting information in inline guidance to help you understand what you need to do.
• Use the information text and progress bar in user guidance to view a task's status:

  Table 1. Colors in the progress bar

  Color	Status	Includes
  Red	Not ready	Required fields that are empty. Required fields that have invalid values. Optional fields that have invalid values.
  Green	Ready	Required and optional fields that are finished and have valid values.
  Gray	Ready	Optional fields that are empty.
  Black	Not ready	Fields that need to be revalidated. Click Save.

  Provide a valid value for fields that display as red in the progress bar. Review all optional fields and, if possible, provide values for fields that display as gray.

  Use the key items that are listed in user guidance as your navigation point to important fields. Filter the list of key items by all key items, key items that need attention, or key items that are incomplete. Key items that need attention are included in red in the progress bar.

• Add or change information about the object.

  Other field values might change automatically and be set to read-only. For example, if the field you modify is an input field for a calculation, the output field is changed as a result of the calculation and set to read-only. For more information about the GRC Calculations feature, see the IBM OpenPages Administrator's Guide.

  A field that is read-only is not validated when you modify other fields in a view. For example, if Field A is read-only, then the value of Field A isn't validated when you modify other fields in the view and save your changes.

  The same rule applies for dependent fields. For example, suppose that Field A is read-only and Field B is editable. Also, suppose that the value of Field A must be Yes if Field B is No and Field A must be No if Field B is Yes. When Field A is Yes and the user changes the value of Field B from No to Yes, they can save their changes because Field A is read-only. Field A retains the invalid value and no error message is displayed.

• Associate the object to another object. If the association is required, the relationship field is listed as a key item.
• Disassociate an object from another object:
  • In a grid relationship field, click Remove.
  • In a card relationship field, click Associate (the label might be different) and then disassociate the object.
• Add objects. For more information, see Creating objects from a Grid View.
• Delete child objects.
• View a chart diagram and drill down to the underlying objects. For more information, see Viewing information in charts.
• View object relationship diagrams and navigate through an object relationship structure. For more information, see Viewing information in a tree diagram.
• If a task is part of a workflow, the Actions button is displayed. For example, for an Issue object you might see one or more of the following options on the Actions button:
  • Approve
  • Deny
  • Approve Close Request
  • Deny Close Request
  • Request Due Date Change
  • Grant Due Date Change

  For a Waiver object you might see one or more of the following options:

  • Submit for Review
  • Reject
  • Approve and Close

  Whether the Actions button is displayed depends on the workflow that is driving the business process for the object type. The options on the Actions button change as the object moves through the workflow process.

  The information in the workflow information card is dynamic and also changes throughout the workflow process. It helps you understand where the object is in the workflow process. It shows the current stage, the stage due date, and the current assignee.

  If the workflow fields are not automatically updated with the latest changes, click the refresh button in the workflow information card. Fields that are displayed in the workflow information card are refreshed. If the dashboard or task tabs are open, information there is refreshed as well.

  The information in the user guidance panel, if it is configured, is also dynamic and can change throughout the workflow process. It explains more about the workflow process and what you need to do at this stage. Click Select an action to validate to check whether an action can pass validation before you complete the action. For more information, see Validating a workflow action.

• Add a comment after you choose an option on the Actions button. Whether you can add a comment and whether it is required or optional depends on how the options for the Actions button are configured. A comment can be up to 4000 characters.
• Move an object forward to the next stage in a lifecycle, if lifecycles are configured for the object type. For example, for an Issue object you might see an Actions button with one or more options.

  Objects that are configured to use lifecycles show different options on the Actions button but don't have a workflow information card or a User Guidance panel.

  For more information, see Configurable lifecycles.

• Use IBM Watson cognitive technology to make taxonomy suggestions and object association suggestions for parents or children. For more information, see Creating objects from a Grid View.
• View insights about the data in a view. If a field has a link to an AI model, you can click the link to see insights about the data in the field. In this example, the Description field has a link to an AI model:
  
• If it is displayed, click to translate values in text fields to the language associated to your locale. For more information, see Translating values in text fields.
• Add and work with files (attachments). For more information, see Adding and working with files (attachments) on objects.
• From a Grid relationship field, hover your mouse pointer over a row and click to open an object in a Quick View. The object opens in the side panel. For more information about using the Quick View, see Opening a Quick View.