Using Workflow Actions

This topic describes how to use workflow actions on a task. A task can be actioned in two places:

  • From the task card
  • Opening and actioning the task using the form, if available

Actioning Tasks using the Task Card

Use the task card to action tasks using the Actions button on the right side of the Actions Panel.

  1. Open a task from the Tasks.
  2. Tap the Actions button.
  3. When the Actions page opens, select the action you wish to take. Available actions are determined by the workflow.

Actioning Tasks using the Form

You can also use the form associated with the task to action it. Keep in mind that the workflow task may not have a form.

  1. Open a task from the Tasks.
  2. Select your action using the form.