How do I accept or decline a Task? How do I request more information for a Task?

Accepting a new Task

In order to view and accept a new Task, you would have received an Action Request notification.

1) Go to the Notification Inbox by clicking on the word Notification in the upper left corner of any screen.

2) Once you see your Notifications, click on the word Action Request. This will open the Task that has been sent to you.

3) Review the Task carefully before you decide to Accept it. Read the task description and look at the due date.

4) After reviewing the task, if you find you can Accept the task, click the teal Accept button in the upper right corner of the screen.

Once you accept the task, it will be placed on your My Action Items list.

Declining a new Task

In order to view and possibly decline a new Task, you would have received an Action Request notification.

1) Go to the Notification Inbox by clicking on the word Notification in the upper left corner of any screen.

2) Once you see your Notifications, click on the word Action Request. This will open the Task that has been sent to you.

3) Review the Task carefully before you decide to Accept or Decline it. Read the task description and look at the due date.

4) After reviewing the task, if you find you cannot Accept the task and need to Decline it, click the gray Decline button in the upper right corner of the screen.

6) After clicking Decline, an explanation box will pop up. This is where you can tell the Assignor why you are declining the task. This will enable them to make adjustments and send it back to you or find someone else to complete the task.

7) When you are done typing your explanation, click Decline this Task.

Requesting more information

In order to view a new Task and request more information about it, you would have received an Action Request notification.

1) Go to the Notification Inbox by clicking on the word Notification in the upper left corner of any screen.

2) Once you see your Notifications, click on Action Request. This will open the Task that has been sent to you.

3) Review the Task carefully before you decide what action to take. Read the task description and look at the due date.

4) After reviewing, you may decide that you just need a little more information in order to make your decision.  If this is the case, click the gray Request More Info button in the upper right corner of the screen.

5) A question box will pop up and you can ask the Assignee for more clarifying information. 

6) When done, click Request more info and it will be sent to the Assignee.