Route Task Properties

The explanation indicates that you do not need to work on this task. The message also lists the task that was rejected and who rejected it.

If the route or Bookmark Root owner has set up late task notifications, the system sends out notifications to the appropriate people.

If there is no due date, the route creator did not specify one and you can enter one if you choose to.

For a route that has not yet been started, the format varies depending on how the Due Date was set when creating the task as follows:

• If a specific due date was entered, that date shows
• If "Assignee Set Due Date" was selected, the due date shows "Assignee to set the Due Date"
• If "Number of Days" was selected, shows the number of days and either "from Route Start Date," or "from Prior Task or Now if first," depending on which was selected

For tasks with an action of Comment, this column shows one of these statuses: Awaiting Comments, Awaiting Review, or Route Stopped.

For tasks with an action of Notify, this column is either blank or shows Notification Sent.

If the assignee chooses Approve or Abstain and completes the task, the route continues as normal, and new tasks are created when the ones for the current order are completed. If a person chooses Reject for the status and completes the task, the route is stopped, which means no new tasks are activated for the route. The route creator receives email and IconMail notification about the rejection.

• Draft. The previous task in the route has mpt been completed so the assignee is not assigned to work on it yet. If the route isn't started yet, all tasks are pending.
• To Do. When a task is created for an assignee, its state is To Do.
• In Approval. Only tasks with a Needs Owner Review icon go through the In Approval state. For these tasks, the state changes from To Do to In Approval when the assignee completes the task. If the route owner promotes the task, indicating approval, the state changes to Completed. If the owner demotes the task, indicating rejection, the state returns to To Do so the assignee can redo the task.
• Completed. For tasks that do not have the Needs Owner Review icon, when the assignee indicates that a task is complete by clicking Complete, the state changes to Completed and the next task in the route is created (provided there are no other tasks that must be completed).

If the task action is Notify Only, the task is automatically promoted to Completed without owner review.

After reviewing the task, the route owner must enter a review comment and then either promote the task to indicate approval or demote it to indicate rejection. The system does not create the next task in the route until the owner promotes the task. Demoting the task changes its state back to Assigned and the task assignee must recomplete the task based on the route owner's comments. When demoting the task, the route owner can reassign it to someone else to work on.

Your Business Administrator can configure your system to make the route owner's comments optional.

For a subroute, you cannot enter a due date later than the parent task of the subroute.

Your Business Administrator can configure Approval tasks so that you cannot enter comments. That is, you either approve the task unconditionally, or you reject the task. You might or might not be able to abstain from the task.

When the route creator assigns a task to a group or access role and that task is created, the system notifies everyone assigned to the group or access role. Before the task can be completed, one of the recipients must accept the task, which assigns the task to that person. The first person who accepts the task becomes the new assignee and nobody else can complete the task (unless the assignee delegates the task).