Deliver a task

Complete, pause and follow the progress of "Tasks"

Contents:

• Open the workflow task
• Complete the task
• Pause the completion
• Follow the progress of a workflow task
• Delivery of the task

 

Firstly, identify the task you need to proceed with.

Open the workflow task

Once you have identified which task you need to proceed with (see Knowing which "Tasks" you are assigned & Access the "Tasks" you are assigned), go to Tasks > workflow tasks .

Go to the chosen task and click on  and on .

WARNING: if a document is linked to the task, make sure it is uploaded before delivering the task. (see Upload a document and deliver the related task)

Start with the completion of the task.

Complete the task

Perform the checks and select the parameter values

Select the correct values in the parameters, if any, and mark all the checks as done (see Parameters and checks: what's the difference? & Knowing which "Tasks" you are assigned)

Example 1:

Example 2:

Upload the documents (if applicable)

If a document has to be shared with us in the scope of the delivered task (ex.: filing evidence, translation), make sure to upload it in the corresponding document task, BEFORE delivering the present workflow task.

To do so, go see the document list (see Upload a document and deliver the related task)

Pause the completion

If you need to pause the completion of the task, you can exit the task and the platform will save the already changed/marked as done parameters and checks. When you reopen the task, you will be able to restart the completion where you paused.

You can still change the values in the parameters or undo a check.

Follow the progress of a workflow task

To follow the completion of a task, look at the progress bar

Planned:

Active:

In progress:

Delivered:

Delivery of the task

Once all the verifications, checks, uploads and selection of parameters are done, the task is completed and ready to be delivered.

Click on .

NOTE: the task will now appear in the list of delivered tasks, under “Tasks > My entity > Done”