What are tasks?

A task is an action required of you or another employee, and it’s associated with a request process that has been started. Your task could be to complete a form, provide an approval, etc.

In any process that has been built in Nutrient, tasks are represented by shapes.

In this process, the red shape indicates a form must first be completed. This is a form task. Once the form is completed, it must be approved via an approval task. You might be assigned either of these depending on your role.

If email notifications are enabled for your task, you’ll receive an email with a link to your task.

Otherwise, you can always find your tasks in the Nutrient Workflow Automation portal. To do this, select Actions > View My Tasks on the left-side navigation pane. Depending on how your administrator has set up your dashboard, you may also have My Latest Open Tasks displayed on your homepage.

You’ll see a list of your open tasks. Click the magnifying glass to open a task, or click the down arrow to see more detail without opening it.