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