Reviewing Workflow Tasks

What this helps you do

Review an assigned workflow task and understand when action buttons are available.

Open and review a task

Open a workflow task from My Tasks or Workflow Inbox when an Open action is visible. The task detail route is /app/workflow/tasks/:stepId, and the page title may use the workflow step name, such as an initial review step.

Before acting, review the linked document, document metadata, workflow step details, due date or SLA indicators when visible, and any activity or comments available in your task view.

Actions on a task

The walkthrough available that task detail can show a Take Action area with Approve, Reject, Claim Task, and Sign Now depending on assignment, step state, signature requirements, and permissions.

Use Approve only after confirming the document and metadata are acceptable. Use Reject when the document should not proceed. The page explains that rejection requires text in the Decision Comment field. Upload revised file and Choose file may be available when the workflow allows a revised version during review.

Return or request-changes behavior was not separately shown as a distinct button in the available screenshots. If a return/send-back option appears in your environment, follow your organization's workflow instructions and add a clear decision note.

Why action buttons may be hidden or disabled

Actions may be hidden or disabled when the task is assigned to the wrong user, role, or department; your account lacks workflow permission; the workflow has not started; the task is already completed, cancelled, skipped, or rejected; or a signature is required before completion.

The page can show the message "Signature required before you can complete this step." when signature requirements block completion.

After submitting a decision

After a decision is submitted, the workflow normally advances, stops, or records the outcome according to the configured process. The exact next state depends on the template, step rules, and whether required signatures or revisions are still pending.

Related Emii questions

• "How do I review a workflow task?"
• "How do I approve a task?"
• "Why is the Approve button not visible?"
• "Do I need to add a comment when rejecting?"
• "What happens after I approve a workflow task?"