5.2 Working with Tasks
Your ability to update tasks depends on the role you have for the task, the state the task is in, and the way the application is configured.
- Claiming a Task
You can claim a task to assign it to you. - Approving or Rejecting a Task
You can complete tasks by approving or rejecting them. - Requesting Information for a Task
If you are the actual owner for a task, you can request more information from the task initiator. - Submitting Information for a Task
If you are the task initiator, you may be asked to submit information about the task to the task owner. - Commenting on a Task
You can comment on a task to provide additional information about the task. - Changing the Priority of a Task
You can change the priority of a task. - Delegating a Task
Delegating a task allows you assign a task to another user. - Inviting a Participant to a Task
As a business administrator, you can invite a participant to a specific instance of a task. - Updating the Due Date for a Task
As a business administrator, you can update the due date for a specific instance of a task. - Releasing a Task
Releasing a task allows you to remove yourself as the actual owner, and make the task available for other potential owners to claim. - Canceling a Task
You can cancel a task if you no longer need it. - Renewing a Task
As a business administrator, you can renew an expired task, - Viewing the Task History
You can view the history of a task to see what has already happened with the task.
Parent topic: Using Tasks
5.2.1 Claiming a Task
You can claim a task to assign it to you.
Parent topic: Working with Tasks
5.2.2 Approving or Rejecting a Task
You can complete tasks by approving or rejecting them.
Parent topic: Working with Tasks
5.2.3 Requesting Information for a Task
If you are the actual owner for a task, you can request more information from the task initiator.
Parent topic: Working with Tasks
5.2.4 Submitting Information for a Task
If you are the task initiator, you may be asked to submit information about the task to the task owner.
Parent topic: Working with Tasks
5.2.5 Commenting on a Task
You can comment on a task to provide additional information about the task.
- Open the application.
- Access the appropriate Unified Task List.
- Locate the task you want to update, and click on the task to access the task details page.
- Type your comment in the comment text box.
- Click Add Comment.
Parent topic: Working with Tasks
5.2.6 Changing the Priority of a Task
You can change the priority of a task.
Parent topic: Working with Tasks
5.2.7 Delegating a Task
Delegating a task allows you assign a task to another user.
Parent topic: Working with Tasks
5.2.8 Inviting a Participant to a Task
As a business administrator, you can invite a participant to a specific instance of a task.
Parent topic: Working with Tasks
5.2.9 Updating the Due Date for a Task
As a business administrator, you can update the due date for a specific instance of a task.
Parent topic: Working with Tasks
5.2.10 Releasing a Task
Releasing a task allows you to remove yourself as the actual owner, and make the task available for other potential owners to claim.
Parent topic: Working with Tasks
5.2.11 Canceling a Task
You can cancel a task if you no longer need it.
Parent topic: Working with Tasks
5.2.12 Renewing a Task
As a business administrator, you can renew an expired task,
Parent topic: Working with Tasks
5.2.13 Viewing the Task History
You can view the history of a task to see what has already happened with the task.
Parent topic: Working with Tasks