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:

See Also

Business Processes

Workflow and Non-workflow BPs

Business Process Types

Business Process Step Editor

Business Process Dates and Calendars

Working with Quick Calendar Entry

Business Process Forms

Completing a BP Record Form

Creation Step

Update Step

View Step

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

Viewing the Import Audit Log

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

Adding and Managing Comments

Working with Query-Based Tabs

Working with File Attachments and Markups

About Linking Business Process Records to other Business Process Records

Working with Linked Mail

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding or Updating a Hyperlink

Viewing Referencing Records

Participating in a Workflow

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 Friday, April 11, 2025