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 Procesy w systemie obiegu dokumentów i spraw workflow Dew-X 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: Procesy w systemie obiegu dokumentów i spraw workflow Dew-X The form of our step will be displayed, e.g. this: Procesy w systemie obiegu dokumentów i spraw workflow Dew-X After filling it out, select „Send”. Note: if it is possible to end the process at a given step (although there are further steps), then instead of „Send”, „Next” will appear with two options: Prześlij dalej lub zakończ w obiegu dokumentów i spraw workflow Dew-X By selecting „Send”, a window will appear: Procesy w systemie obiegu dokumentów i spraw workflow Dew-X In this window, we can change the scheduled time for the next step, 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 step. 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 Procesy w systemie obiegu dokumentów i spraw workflow Dew-X Important: Specify whether you want the user to be inside or outside your organization More about the users here: click Remember that until you send it, you can always roll back the task to any previous step Procesy w systemie obiegu dokumentów i spraw workflow Dew-X After sending, you will find this task in the process view in the In progress or Completed section, depending on whether your step was or was not the last one Procesy w systemie obiegu dokumentów i spraw workflow Dew-X