Completing a Task

You can complete the task from the grid or graph view. The available actions depends on the type of task.

If the route was created from a route template that had this task assigned to Ask Route Owner for task assignment with a user group selected for the assignment scope, the route owner cannot complete the task unless that person is a member of the selected user group. If the route template did not include a user group for the assignment scope, the route owner can complete the task.

  1. Open the route and view the tasks.
  2. Double-click the required task. If the graph view is in edit mode, you must switch to view mode to complete the task.

    Information about the task slides in, with the available actions based on the expected action in a menu on the toolbar.

  3. Review the task details.

    If the task is pending, you can look at the details but you cannot perform any actions.

  4. For tasks with the Approve expected action, follow these steps to complete the task:
    1. Enter comments.
    2. Click and the action you want to take. Your selection replaces the name of the action on the toolbar. You can choose:

      • Approve
      • Reject
      • Abstain
      • Save for later

      Notes:
      • Use Save for later if you want to save entered comments but are not ready to approve or reject the task.
      • Your Business Administrator can configure the property to show or hide the Abstain option.
      • Authentication with e-signature is required for approval action, if it is made mandatory. Additional authentication with two-factor authentication is required, if it is activated by your Business Administrator.

    3. Click the selected action.
  5. For tasks with the Comment expected action, follow these steps to complete the task:
    1. Enter comments.
    2. Click and the action you want to take. Your selection replaces the name of the action on the toolbar. You can choose:

      • Complete
      • Save for later

      Use Save for later if you want to save entered comments but are not ready to complete the task.

    3. Click the selected action.

If you complete the last task in the route and the route is configured to Promote Connected Object, the object is promoted to the next lifeycycle state. However, the object could also be connected to an incomplete route for the object's current state. All routes for a state must be complete before the object can be promoted. If the final route to complete does not specify Promote Connected Object, you must manually promote the object.