- 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. Click Accept Task to open the RFI window with the Action Details tab and complete the form accordingly.
- From Workflow Actions list select the required action. Your options are: Respond or Cancel.
- Click Respond with Clarification. The names of the recipients appear in the To field automatically.
- Click Send to send your clarification response.