Working with Tasks

The system helps you collaborate with your team members through business processes (BPs). Your tasks are BP records that are in process and with which you are involved.

After you create and send a workflow BP, the system creates a task for each of the assignees in the next step in the workflow and sends a message to each user that has been Cc'd.

In general, you are assigned a task when you are part of a BP workflow, and you are requested, or required, to take some sort of action. If your Company Administrator enabled Task Assist and Progress Guide, you can also use Task Assist to view what another user completed prior to you and determine what you need to do. For more information, see Using Task Assist to See What You Need to Do and What Has Been Done (Cloud Only).

If you are designated as an assignee on a task, you will receive an email notification, and the task will appear in your Tasks log.

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