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Complete shared tasks

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  1. Access the employee's shared dashboard by the same steps in Shared dashboards.
  2. Click the task title link.
  3. Select the task action such as editing an attached form, Save Changes, Save and Complete Task, Reopen Task, and so on.

    Based on your action, a system note is added with your name in the "Changed by" title of the note. Notifications are sent based on shared dashboard rules.

    The Assigned To: value on tasks can remain the same. The Assigned To value does not change unless the task is claimed by alternate employee (viewing the shared dashboard).