Viewing Messages or Cc'd Tasks
If someone copies you (Cc) on a task, it is not a task for you, but it is for your information only and called a message. These business process record copies are listed in your Notifications log. You will usually be notified by email when you have a new a message. If you receive an email notification, click the hyperlink at the bottom of the email. You will be directed to the Sign In screen and, after you log in, to the project/shell or company Notifications log.
Note: Notifications for View-Only projects/shells are listed in the Notifications log, but you cannot add general comments to these messages.
Notifications are view-only snapshots of the form at a particular step and remain available for viewing until the BP is sent to the next step. Notifications received for an end-step will remain available in the log.
To view your messages from:
- Home workspace, click the Home node, and click the Messages link listed under Items Requiring Your Attention.
- Home workspace, and click Notifications.
- Project/shell tab, switch to User mode, and select Notifications in the left Navigator.
See Also
Business Process Dates and Calendars
Working with Quick Calendar Entry
Auto-Populating Fields in a BP Record
Reverse Auto-Populating (RAP) Fields in a BP Record
Accessing a BP Record from an External System
Business Processes in Company Logs and Logs Nodes
Creating a Business Process (BP) Record
Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
Filling Out a Business Process Form
Saving a Draft of a Workflow Business Process
Accessing Custom Business Process Help PDF File
Adding and Managing Line Items
Restricting Line Items by Using Copy with Conditions Option
Adding and Managing Line Items Using the Grid View Feature
Working with File Attachments and Markups
About Linking Business Process Records to other Business Process Records
Attaching External Emails from the Project or Shell Mailbox to a Record
Sending Attachments for E-Signature
Adding or Viewing a Map (Geocoding)
Adding or Updating a Hyperlink
About Email Notifications for Business Processes
Managing Business Process Records
Printing and Distributing BP Forms
Auto-Populating BP Data Picker on BP Auto-Creation
Auto-Populating Record Due Date on BP Workflow Auto-Creation
Updates on Document Attributes for Business Processes
Last Published Wednesday, July 2, 2025