Declining a Task

Sometimes you have the option of declining a task. If you are the only person assigned to a step in the workflow, or if the creator of the workflow has not granted permission to decline a task, this is not an option.

To decline a task from the Home workspace:

  1. Go to Home workspace and click the Tasks node.
  2. Hover over the record and click the gear menu ( ).
  3. Click Decline.

To decline a task from the specific business process log (Company Workspace and Project/Shell):

  1. Go to your business process and open the log from the Tasks node.
  2. Hover over the record and click the gear menu ( ).
  3. Click Decline.

    Note: You cannot decline multiple tasks.



Last Published Monday, August 28, 2023