Each Assignment and Task has a Completion Status. Open statuses are Not Started, In Progress, On Hold, and Pending Approval; closed statuses are Completed, Skipped, Approved, and Rejected. You can change it from the list or the detail pane.
From the list
- Find the Assignment, or its Task.
- Press the Completion Status button at the left of its row, and choose a status.
Right-click the button (or press and hold it) to apply its quick action without the menu: an open Task is marked Completed (or, for an Approval Task, submitted for approval), and a Completed Task is reset to Not Started.
From the detail pane
Select the Assignment or Task and press a status button in the Progress panel of its Info tab. The caption below shows the current status.
When a status can't be chosen
A Task is held to its Procedure's Entry & Exit Criteria and its Required Fields. A status it can't take yet is dimmed, and hovering over it says why: "Waits on" lists what it is waiting for, and "Still needs" lists what it must have before it closes.
- Waiting to start. A Task with an unmet Entry Criterion, or a Required Input with no value, stays Not Started. Its list row shows a clock icon, and its Progress panel lists what it "Waits on".
- Waiting to close. A Task can't be completed, submitted for approval, or approved until each Exit Criterion that tests a Field's value passes and each Required Output has a value. An Assignment can't be completed until its Procedure's tests pass.
- Skipped is never refused.
A Not Started Task that waits on nothing shows a Ready badge in the list. When a Task becomes Ready after its Assignment has started, its Assignee gets a Ready Task e-mail. See Update Email Notification Settings.
Approval Tasks
A Task created from an Approval Step offers Submit for Approval instead of Completed. Its Approver then approves, returns, or rejects it. See Approve, Return, or Reject a Task.
Tasks with Subtasks
Completing or Skipping a Task that has open Subtasks asks you to confirm in the Update Child Tasks dialog: the open Subtasks are completed or skipped too, and any Approval Tasks among them are submitted for approval. Closed Subtasks stay as they are.
If some Subtasks can't be completed yet, the dialog lists them under "These would stay open", and the parent Task stays open with them. Press Complete the Rest to complete the others.
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Overview
Step-by-Step
