Function of tasks

Tasks serve as alerts to let you know which workflow steps need you (or your team) and within what timeframe. From them, you have direct access to documents that depend on your action. In other words, they are a shortcut to guide you to what needs to be done in the document.

When entering the “Tasks” page, you can see the tasks that are open for you or under the responsibility of your team. After completing this task approving the document, for example, it will no longer appear in the first view of this page. If you want to access the document later, you can search for it using the "Tasks" filter by selecting the "Finished" option in "Completion status".

See more about this in the "Activity Filter" topic.