How to Complete a Workflow Task

You've been notified there's a new task to complete - in this article we will go through how to do it!

So, you've gotten an email or task notification that a workflow task has been assigned to you. Completing a task is super simple - check out the steps below on how to mark this off of your to-do list!

  1. Navigate to your inbox
    1. Click on the "Inbox" via your left side menu and review the list of all tasks assigned to you:
  2. Click on the task that needs to be completed
  3. The details of the task will pop-out on your right side with details on what action(s) you need to take
    1. From here, there's a few important things to notice:
      1. Details: this is where you'll see any and all details related to the task you need to complete. It could be blank - or there could be required fields you need to complete. Looking at the screenshot example in this article, you'll notice the task assignee is required to upload a receipt before he/she can mark this task as complete.
      2. Assignees: if you click here, you should always see yourself assigned. However, perhaps this task is assigned to multiple users - you have full visibility on who.
      3. Due date: this is when the task should be completed by.
      4. Comments: this is a nifty tool to communicate with yourself, other task assignees, and/or your HR admin.
        1. You can also edit your comments if there's a typo 😉
        2. Remember, HR admins can view and remove comments if necessary.
  4. Change the status of the task to communicate where you are in regards to completion
    1. If you have fully completed the task - simply click on the blue "Complete" button and the task status will change to completed!
    2. If you haven't yet fully completed the task, there are more options! Click on the blue down arrow button next to "Complete" and you'll notice a few other options:
      1. Incomplete: this is the default and means you have not started to complete the task.
      2. In-Progress: this status means the task is in progress to completion.
      3. Blocked: this means you are unable to complete this task because you are blocked. Using the example of the screenshot in this article, perhaps the employee suddenly went on leave, or maybe you don't have transportation to take them to lunch.
      4. Cancelled: this means the task doesn't apply, or no longer applies.
      5. Completed: this means the task has been completed!


Please email us at with any other questions on workflows (or anything else).