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Working on Assigned Processes and Tasks

Edit a Process

To edit a process assigned to you:

  1. Click the link in the Process invitation email to log in, or navigate to Processes to select a process to work on.

  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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