Before starting a task, let's have a closer look at the information on a task preview, to make sure we can complete it correctly.
Click on the task from any view, (see "View Your Tasks"). A window will open, where you can find:
Top-left - If the task requires you to work with forms, files, or both
Bottom left - type of the task
For example, this window indicates we are working with a Placeholder File.
Here, it shows we are working with the Linked form.
To take action on your task, click the "View" button in the bottom right corner.
Next, you will be taken to the action centre, where you’ll find all the information required to finish the task. Before beginning, ensure that the task status is "In Progress", otherwise, you will not be able to complete it or log any progress.
To learn how to complete each type of task, choose the one that interests you from the table below.
Schedule form | Create a file from the template |
Link form | Create Placeholder |
| Rules - Doc. Refs |
| Rules - Folder |