Complete shared tasks
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- Access the employee's shared dashboard by the same steps in Shared dashboards.
- Click the task title link.
- 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).
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