Use
There are different ways of using the product and applications, depending on what you want to do and how the application was designed. For example, you may need to use the Apps in Workspace to launch an application; you might open a form through a URL and then complete and submit the form to start a workflow; a workflow might start automatically when something happens (for example, a new item is created in a SharePoint list); or you may receive an email notifying you about a task, with a link to open the task or potentially the option to action the task by replying to the email. If you are using a mobile device, you can also use the Workspace for Mobile apps to interact with the product.
The table below lists some of the common ways you may want to interact with the product, with links to supporting documentation.
Area | I want to... | Workspace for Desktop | Workspace for iOS | Workspace for Android | Worklist (SharePoint) |
---|---|---|---|---|---|
Working with workflow tasks | Sleep a Task | Sleeping Tasks | Sleeping Tasks | Sleeping Tasks | Sleeping Tasks |
Release a Task that I previously opened | Releasing Tasks | Allocating and Releasing Tasks | Allocating and Releasing Tasks | Releasing Tasks | |
See my Tasks | My Tasks | Tasks (Task List) | Tasks (Task List) | Tasks | |
Open the form associated with a Task | Open Task Form | Open Task Form | Open Task Form | Open Task Form | |
Open and Action a Task | Actioning Tasks | Actioning Tasks | Actioning Tasks | Actioning Tasks | |
Redirect a Task to someone else | Redirecting Tasks | Redirecting Task | Redirecting Task | Redirecting Task | |
Share a Task with someone else | Sharing Tasks | Sharing Tasks | Sharing Tasks | Sharing Tasks | |
Open a Task in a Browser | Open a Task in a Browser | ||||
Sort or Filter my Tasks | Sort or Filter Tasks | Sort or Filter Tasks | Sort or Filter Tasks | ||
Search my Tasks | Search my Tasks | Search my Tasks | Search my Tasks | ||
Set up my Out of Office task rules | Out Office | Out of Office | |||
Refresh your Task List | Refresh your Task List | Refresh your Task List | Refresh your Task List | Refresh your Worklist | |
Use Email to action, redirect, delegate or sleep a task | Use SmartActions with your Email tool to interact with tasks via Email. | ||||
Working with Workspaces and Apps | Switch to a different Workspace | Switch to a different Workspace | Switch to a different Workspace | Switch to a different Workspace | |
Create or use a K2 App | Create or use a K2 App | Create or use a K2 App | Create or use a K2 App | ||
Customize your Workspace | |||||
Set the default Workspace | Set the default Workspace | ||||
Open and complete Application Forms | Application Forms | Application Forms | Application Forms | ||
Working with Forms | Open and complete forms | Forms | Forms | Forms | |
Use Draft Forms to save progress | Draft Forms | Draft Forms | |||
Download Forms for Offline use on a mobile device | Downloads | ||||
Use the Image Annotation control on a mobile device | Image Annotation Control | Image Annotation Control | |||
Use the Barcode Scanner control on a mobile device | Barcode Scanner Control | Barcode Scanner Control | |||
Use the Picker Control to select values | Picker Control | ||||
Export data on a form to Excel | Export to Excel | ||||
Working with Reports | Run Reports | Reports | |||
Use the View Flow report to report on a workflow | View Flow | View Flow |