Accepting Your Tasks
You must accept a task to complete it.
The best way to accept a task is from the Home workspace: Go to the Home workspace and select Tasks in the left Navigator. You can also accept a task from the specific business process log, provided you have permission to the log (Company Workspace and Project/Shell). See Accepting Your Tasks for details on how to access the Tasks node in the Company Workspace or Project/Shell.
Note: If the Project/Shell in which a business process resides becomes View-Only, any in-process records will be placed on the View form of the current step of the workflow. If the project/shell is re-activated, the business processes will revert to the Action form.
To accept a task from the Home workspace:
- Go to Home workspace.
- In the left Navigator, select Tasks.
- Hover over the record, and select the gear menu (
). - Select Accept.
Alternatively, you can also select Actions and then select Accept, or use the Task Status (the check-mark icon).
To accept a task from the specific business process log (Company Workspace and Project/Shell):
- Go to your business process, and open the log from the Tasks node.
- Hover over the record, and select the gear menu ().
- Select Accept.
Alternatively, you can also accept a task from the Actions menu by selecting Accept, or use the Task Status (the check-mark icon).
To accept multiple tasks (of the same BP and same workflow schema):
- Go to Home workspace, or your business process, and open the log from the Tasks node.
- Ctrl+click to select the necessary tasks.
- Select Actions, and then select Accept.
If the completion policy for the business process is set at Single, upon accepting the task:
- This task is now locked for all other users.
- In the Workflow Progress tab of the BP record, the Action Date field displays the date and time you accepted the task.
Every task you complete will be deleted from the Tasks log (Tasks node). Those you do not complete will remain on your Tasks log.
Additional information about accepting your tasks
Task Notifications
- If the task belongs to the Create step of a workflow, you will receive a message confirming that the record was (or was not) created successfully.
- If you open a task from a project/shell that is on-hold, the system will notify you and delete the task from the log.
Initiation Step
In general, if a business process has been auto-created and sent to an Initiation Step, you will usually need to select a workflow schema to launch the business process into the workflow. When you accept the task, the system displays a Select Workflow window, where you must choose the workflow schema this business process should use. See Creating a Business Process (BP) Record for more information.
The system does not display the Select Workflow window if:
- The BP is a non-workflow business process.
- There is only one workflow schema you can choose for this business process.
Last Published Friday, October 17, 2025