Acting Upon/Approving/Rejecting a Task
  • 04 Nov 2022
  • 1 Minute to read
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Acting Upon/Approving/Rejecting a Task

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Acting Upon/Approving/Rejecting a Task   

Contract Tasks: Act Upon a Task

To Approve (or Complete), Reject, or apply another status to a task, navigate to the Task Details screen and click View for the task line item. Before being acted upon, a task's status is Open.


By clicking the desired value on the side menu of the Task Details page, the task’s Contract Details list on the Tasks, E-mails, Workflow, Alerts displays. Notice the task’s Status is now updated and is no longer listed as Open.

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Alternatively, if the system is configured to allow it, act upon a task by scrolling to the right and clicking the appropriate status update. Please note that the status values in your system may differ from those pictured here.

 

A popup window displays to confirm the selection.

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By setting the Task's Status to Task Complete, e-mails for this task alert are disabled; no further alerts will be sent out. For more information about disabling Alerts for statuses, see the Task Status Management Wiki page.

Note: If configured to permit such a change, if the task is marked as Complete but needs to be changed, click View for that task line item. When brought to the Task & Event Details screen, click Reject on the side menu of the task details page. Complete/Approve Task will no longer be available as the task has already been completed.


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