Step 1: Users will receive an email informing them that a task is ready to complete. Custom identifiers included in the email will help the assignee quickly understand what they're working on.
Step 2: A link in the email will direct them to Workspace, where they can see their assigned tasks. Forms and Sign tasks are organized under the workflow names they are associated with and can be expanded in the left-hand column.
Step 3: The user clicks on the assigned task to review the step message and selects “Complete Task” to review and finish their step. After a task is complete, the user can refresh the Workspace tab to remove the step as an action item.
For additional information on how Formstack can help you with workflow task management, check out this help article for Formstack Workspace.
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