Completing tasks – new task in a process

If someone has sent you a task to be performed in a given process in a given Organization, you will find it in the My Board view and in the view of the given process Process cards They are undertaken by clicking on the arrow in the lower right corner on the task card. The tab view may be slightly different depending on where it is displayed, but it usually looks like this: card description The form of our activity will be displayed, e.g. this: Acceptance form After filling it out, select “Send”. Note: if it is possible to end the process at a given activity (although there are further activities), then instead of “Send”, “Next” will appear with two options: Next options By selecting “Send”, a window will appear: Send form In this window, we can change the scheduled time for the next activity, add comments and indicate the person (or many people) to whom we want to send the task. Note: The “Send to” field may be filled in with the so-called default performer of the next activity. However, you can still change the recipient. If we have administrative rights (more about roles and rights: click ) in a given Organization, we can also invite new members who are not on the list from this level by clicking on the person icon on the right Add user 1 Important: Specify whether you want the user to be inside or outside your organization Outside or inside organization More about the users here: click Remember that until you send it, you can always roll back the task to any previous activity Return activity After sending, you will find this task in the process view in the In progress or Completed section, depending on whether your activity was or was not the last one In progress and completed