Complete a work item
When have you performed the needed actions from a work item, you can complete the step, and the work item is routed according to its workflow definition. To help you determine if the work item is complete, the work item can include special instructions written by the person who created the workflow.
For example, assume you have a work item in your Inbox for an expense workflow. The work item includes a spreadsheet document that you must review and approve, and you must fill in one data field for your name as reviewer. After reading the spreadsheet, you decide to enter your name as reviewer, add a comment, enter an approval response, and complete the step.
To complete a work item
- Navigate to the work queue containing the work item. Click the work item name link to open it in the Task Step.
- Review the instructions for this work item. If the Instructions are
not visible, click Instructions.
NOTE The Instructions for a work item are written by the person who designed the workflow. There might not be specific instructions for each step in the process. - Review any attachments for the work item. If needed, add new attachments. See View and Edit Attachments.
- Review the properties and participants for the work item. If needed, edit the values. See View and edit data fields and View and edit workflow groups.
- If needed, add a comment for this step.
- If needed, select a response for this step.
- Click Complete.
Feedback