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Complete Tasks in a Process

To complete process tasks assigned to you:

  1. Click the link in the Process invitation email to log in, or from the navigation menu, click the small arrow next to Processes. Any processes assigned to you appear in the menu. Click one.  

  2. The task list for the process appears on the left side of your browser.

    Example of a Process Task List

  3. Click on a task, enter notes in the Notes tab, finish the work on the associated con­tent, and click the check box when that task is done.

  4. Continue completing all of the tasks in the process. When all of the tasks are marked complete, the process is removed from your process list.

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