The Action Items that are assigned to you are displayed on the Task log. After accepting and completing your assigned task, you can route the task record for review. You can also choose to reassign this task to another user by selecting Reassign from the Workflow Actions.
To complete the Action Item and send it for review:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- Select the task you want to work with, and click
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. Complete the form accordingly and click Save.
- From the Workflow Actions list, select Review.
- Add recipients, enter any general comments, notes, and click Send. The record is routed to the next step in the workflow.