Completing Multiple Tasks

This video will demonstrate how to run a Report for all the Tasks you need to complete. You will also see how you can complete a Task and then use your browser back key to return to the Task report while still maintaining your Task updates. 

unnamed.png

 

Timeline of Video

00:08 – main binder view screen

00:13 – direct to reports and choose report type, tasks- my queue, and binders

00:41 – click into the first task and see the task details, and then work on the task

01:05 – upload a new version to complete task

01:37 – workflow of marking task a completed

02:06 – steps to get back to reports page and go to next task

02:35 – sign document to complete task

02:43 – workflow of marking task a completed

02:55 – steps to get back to reports page and see tasks as complete

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk