Skip to main content

Managing Tasks

Everything about receiving notifications, viewing tasks, claiming group assignments, and tracking sent notifications.

What's in Managing Tasks​

Receiving Tasks How tasks appear on your Role Center, opening the User Task Card, navigating to the source record, and using the Source Notes FactBox.

Claim Workflow How to take individual ownership of a group task, and how the original group assignment is preserved.

Sent Notifications Monitor all notifications you have sent, track read receipts, and check completion status from the activity cue.