Using Workflow Actions

This topic describes how to use workflow (configured) actions on a task. A task can be actioned in three places:

  • From quick actions
  • From the task card
  • From the form
Available actions are determined by the workflow design.

Actioning Tasks using Quick Actions

Use the quick actions to action tasks.

  1. Select a task from your Inbox and slide left.
  2. On the Quick Actions section, tap the Actions button.
  3. Choose an action.

Actioning Tasks using the Task Card

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

  1. Open a task from the Inbox.
  2. Tap the Actions button.
  3. When the Actions page opens, select your action. Note that available actions are determined by the workflow.

Actioning Tasks using a Form

Use the form associated with the task to action the task.

  1. Open a task from the Inbox.
  2. Tap the Form button.
  3. Tap the ... button.
  4. Tap the Actions button.
  5. When the Actions page opens, select your action. Note that available actions are determined by the workflow.