Troubleshooting and FAQ3 min readReviewed 2026-05-14

Workflow Task Troubleshooting

What this helps you do

Work through common workflow task, approval, signature, and permission issues before contacting an administrator.

Task not visible or My Tasks empty

Check My Tasks, Workflow Inbox, and the document Workflow tab when visible. Confirm you are using the right filter such as Active, Completed, or All.

A task may not appear because it is assigned to another user, role, or department; your account is missing workflow permissions; the workflow has not started; the task was already completed, cancelled, rejected, or skipped; the workflow feature is disabled; or the task belongs to a document you cannot access.

Action button missing or disabled

If Approve, Reject, Claim Task, or Sign Now is missing, check whether the current step is assigned to you, your role, or your department. Also check whether the workflow is still active and the task status is pending or in_progress.

The page can show action blocking for wrong user, missing permissions, workflow not started, task already completed, and required signature. Signature-blocked tasks can show: "Signature required before you can complete this step."

Unable to approve or reject

Review the document and metadata first. If rejection is available, the page explains that Decision Comment text is required. If approval or rejection still fails, refresh the page and confirm the task was not completed by someone else.

Workflow stuck or status not updating

Refresh the page, check another status filter, and open the document Workflow tab when visible. The next workflow step may be waiting for another user, role, department, required signature, revised file, or required metadata.

Document or metadata problems

If the linked document cannot be opened from a task, check document permission, folder access, ownership, sharing, workflow involvement, and whether the document was moved, deleted, expired, or archived.

If workflow says metadata is missing, complete required document or workflow metadata when you have edit permission. If you cannot edit the field, ask an administrator or document owner to update it.

Browser and session checks

Refresh the browser, clear active filters, sign out and sign in again after permission changes, and try a clean browser session if the page appears stale. Avoid taking action from an old task tab after another user may have already completed the task.

When to contact an administrator

Contact an administrator when the task is assigned to the wrong user, department, or role; your role needs workflow permissions; a workflow was never started; the workflow template configuration looks wrong; metadata is locked; or a signature request is missing for the expected signer.